SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
AnalyticsAI
CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Request information from a client

When your engagement requires additional information from the client, you can request this information directly from Cloud. If you've set up a portal account for client contacts, they can then log in and respond to your requests. You can create requests for various things:

  • Request for information - submit questions to the client.

  • Document request - ask the client to upload one or more files.

  • Send deliverables - send files to the client.

There are two (2) methods for creating a request: as a file request from the engagement workspace in Cloud, or as a client request from a supported engagement file. Both request types can be assigned to a client contact, where they'll then receive a notification by email to respond.

Create a query document (client request)

This feature is only available with products on the CaseWare Cloud Engagements platform. Available products include OnPoint PCR, and CaseWare ReviewCompTax.

When your engagement tasks require information from your clients, you can create a Query (client request) in a supported engagement file. Queries (client requests) can be accessed by any clients who have a contact profile in Cloud and who have visibility to their engagement.

Create a query (client request)

To request information from your client, you need to add a query (client request) to the engagement file.

To add a client request to the engagement file:

  1. From the top menu, select Documents.

  2. Select the Add Document icon (), then select Query.

  3. Select a query type, and enter a name.

  4. Note: Available query types will differ depending on your Smart Engagement product.

  5. Select Create Query.

A blank query opens. You start adding content as necessary. If you created your query from a template, then you may only need to make minor changes.

Note: If you have created a blank query (client request), or if you are making major changes to your document, see Customize a client request for more information.

Send a query (client request)

Once you have reviewed the client request and made all necessary changes, you can send the document to your clients.

To send a client request:

  1. Open a client request.

  2. Select SEND.

  3. The Open Query dialog displays.

  4. Select a due date for the client response in the Query Due Date field.

  5. Select a client contact from the Assignees drop down list.

  6. You can select more than one contact or select the Assign to all contacts check box to send the request to all client contacts.

  7. Add a message in the Email Body text box to be included in the notification email.

  8. Select OK to send the client request.

A notification email is sent to the assigned contacts. Your client contacts can log in to Cloud and view the client request in the My Work section of the Overview page.

View queries (client requests)

To keep track of your progress and your client's progress, you can navigate to the Query Dashboard. The dashboard features a list of the visible client requests in the engagement file. It consists of the following columns:

  • Query- title of the client request.

  • Status- status of the client request. It can be one of the following:

  • You haven’t sent the query to the client yet.
    You reopened the request to make modifications or request further information or clarifications.
    The client answered some queries in the request.
    You sent the request but the client hasn’t responded yet.
    The client responded to all queries in the request.
    You canceled the client request.

  • Client progress- tracker of the client progress

    It shows the number of answered queries out of the total queries in the request.

  • Due date - due date for the client response

To view client requests in your engagement file:

  1. Open the engagement file.

  2. Select Queries from the top menu.

A list of the available client requests in the engagement file displays on the page. Select a column to sort the list by status, progress, due date, or alphabetically.

Note: A hidden client request does not show on the list.

Request client data or documents

To request data or documents from a contact, you can create and track file requests. Use file requests when you need a new file or an update to an existing file. For example, you can create a file request for a tax document, or if a contact needs to add a signature to an existing PDF.

Request a file

Create a file request when a contact needs to upload a file to Cloud.

To request a file:

  1. Ensure that you have the Viewer role and that your contact has the Entity Collaborator role.

  2. From the Cloud menu (), select Activities.

  3. Select New | File Request.

    Create a new file request for a contact

  4. Enter the appropriate Entity. A list of contacts with entity access is displayed.

    Select the file request's entity to display the users with access

  5. Select contacts to add them to the recipient list, then select Next.

  6. Complete the Subject field and add a description.

    • If your administrator has enabled detailed notifications: Select Next and complete the Additional Message field if required. Your message will be included in the body of the notification email sent to your contacts. To learn more about detailed notifications, see Email (Settings).

  7. Select Complete.

You have created and assigned a file request.

Request an update to an existing file

If a client needs to provide input on an existing file, you can add an attachment to a file request. You can attach a new file from your device, or add an existing file from Cloud.

To request an update to an existing file:

  1. Ensure that you have the Viewer role and your contact has the Entity Collaborator role.

  2. From the Cloud menu (), select Activities.

  3. Select New | File Request.

    Create a new file request for a contact

  4. Enter the appropriate entity. A list of contacts with entity access is displayed.

    Select the file request's entity to display the users with access

  5. Select contacts to add them to the recipient list, then select Next.

  6. Complete the Subject field and add a description.

  7. Select Attach File and choose Existing to attach a file already in Cloud, or choose Files | Upload to attach a file from your device.

    • If your administrator has enabled detailed notifications: Select Next and complete the Additional Message field if required. Your message will be included in the body of the notification email sent to your contacts. To learn more about detailed notifications, see Email (Settings).

    The Attach Files icon in the Create File Request dialog.

  8. Select Complete.

You have requested an update to an existing file.

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