How to use Custom Folder for Permanent Documents
Introduction The Custom Folder feature of Permanent Document in the Document Management System (DMS) allows users to create custom subfolders within the Permanent Documents. It enables users to upload, manage documents, and add notes or comments at ...
Introduction The Process is categorized into Assets, Liabilities, Member Entitlements, Income, Expenses, and Review Checklist. All these headings are subdivided into Buckets and they are further divided into Line Items. All of the buckets have their ...
Introduction The Review Checklist is divided into three parts, which are the SIS Checklist, Other Checklist, and Audit Program Checklist. From the Fund Dashboard, 1. Click on Process > Review Checklist. 2. You can also click on any of the checklists ...
Introduction The Plan consists of checklists and is categorized into four sections: Permanent, Analytical Procedure, Preliminary File Setup, and Financial Report Program. Permanent, Preliminary File Setup, and Financial Report Program Checklists: ...
Introduction Document Management System(DMS) is where all the document folders of the jobs that are in In Progress stage are available. All the documents that have been tagged to sub bucket or lead schedule will be available but if you want to view ...