What are visibility settings?

Visibility settings provide built-in automation so that only the relevant documents or content are available in your engagement file. This is achieved by setting up visibility conditions for various engagement items.

The application evaluates the conditions and if the conditions are met, some items are visible (available) in the engagement file. Otherwise, they're hidden (not available).

Here are some use-cases:

  • Hide documents that are not relevant to the user until they have defined the scope of the engagement.

  • Make a text area in a document visible only if the user provides a specific response to a procedure. This is useful when you want to customize content of letters, memos, and other documents based on information collected from the trial balance or from various forms and checklists.

To set up visibility, you need to specify:

  • the condition type and its parameters

    • Parameters point to where the system fetches information (values) to evaluate the condition. Each condition type has a different set of parameters.

  • the visibility logic

    • Define the visibility action (whether the item hides or shows) when conditions are met. Also, if you've added more than one condition, you need to specify whether all the conditions or at least one condition must be true for the visibility action to apply.

Staff members can add and modify visibility settings for items that they've added in an engagement.

Firm authors can add and modify visibility settings for items that they've added in the firm template.

Note that:

  • Staff cannot add or change visibility settings for the default documents or content that come with their Cloud App.

  • Firm authors cannot add or change visibility settings for the default documents or content that come with their Cloud App.