Uploading Documents and Sending them to the Auditor

Uploading Documents and Sending them to the Auditor

Documents are transferred from the DMS on your Sorted portal. To send source documents to your auditor, click on "Upload Documents" in the Job Successfully Created screen.

Alternatively, Click "DMS" at the top of the screen.  And Select the relevant fund from the list on the right-hand side. 

From the DMS screen click on Upload Documents icon and upload the job documents. 

After being uploaded, documents will show in the "Unsorted" folder. 

From the Unsorted folder, select the documents and click on the Submit to Auditor icon to submit those documents to Auditor.   The document will be transferred to the Auditor's Cloudoffis portal. 

Uploading Documents in Permanent folder

Accountants have the option to upload documents to Permanent folder.

If Accountant would like to share the documents uploaded to Permanent folder with the Auditor then the Accountant will have to follow the below:

Click on Clients (top menu) -> Manage Jobs -> Submitted to Auditor tab -> Search for the job -> From the 3 dots menu -> Resubmit Job to Auditor

Note for Auditor

Once the jobs is resubmitted by the accountant, the Auditor will have to Reimport Lead Schedule then those documents (added to Permanent folder by Accountant) will list in Documents section of that particular job in Audit portal.

1. If this job was received from the Accountant for the 1st time then the documents will be listing in Permanent documents folder in Documents section of that particular job.
   
2. From the second year onwards any documents submitted by the Accountant via Permanent folder would list in Unsorted folder.
   

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