How to View Report:
Step 1:- Go to the Fund Dashboard and click on Audit Letters and Reports > View Reports (from the three-dot menu icon).
Step 2:- This will open the report for viewing.
How to Edit Pre/Post Audit Report in MS Office:
Step 1:- Start by downloading the MS Plugin.
Step 2:- Go to the Fund Dashboard and click on Audit Letters and Reports.
Step 3:- Select the report that you want to edit in MS Office and click on the three-dot icon.
Step 4:- From the menu, select the Edit in MS Office option.
Step 5:- A Word document will be downloaded, allowing you to edit as required. Changes made in the document via MS Office will be automatically updated in the portal.
How to Regenerate Pre/Post-Audit Reports:
Step 1:- Once a report is generated, you can update it by clicking on Regenerate with Default.
Step 2:- This will update the report with all the latest information.
How to Upload Signed Report:
Step 1:- If a report needs to be signed, you can upload the signed document.
Step 2:- Access the report and click on the Upload Signed Report option.
Step 3:- Drag and Drop the signed document or browse and select the file to upload.
Step 4:- Click Save to complete the process.
Downloading a Report:
Step 1:- To download a report, click on Download Report or Download Signed Report from the three-dot menu.
Step 2:- You can also click on Delete Report to compare any of the existing reports.