How to store documents for Prior Year and Additional Folders - Sorted Lite

How to store documents for Prior Year and Additional Folders - Sorted Lite

Introduction

To store Documents in Prior Year or Additional Documents sub-folder, follow the steps given below.

How to store documents for Prior Year 

Step 1: Login to Class and Allow Access.

login-to-class


Step 2: Click on the menu icon from the top-left and select Cloudoffis from there.


smsf-sorted-lite

Step 3: From the appearing page, click on DMS or Select Fund.


select-fund-from-dms-in-smsf-sorted-lite

Step 4: Select DMS if you have selected the fund earlier or Select Fund if you have clicked on DMS earlier from the fund dashboard.


fund-dashboard-dms


Step 5: Select any document from the available folders.


select-documents

Notes

Note:- This action can not be performed for the documents in Audit Letters & Reports and Submitted to Auditor Folder.

Step 6: Click on the document to open the document.

Step 7: Now, click on the bookmark icon from the top taskbar and place the bookmark in the document wherever required.


add-bookmarks


Step 8: While adding the document, select the folder/ sub-folder as Prior Year/Additional Document in the select field by scrolling down.


select-folder-prior-year-or-additional-documents


Step 9: Select from Tag & Save and Save Only option whichever suits you best and click on Submit. You can also add Comment/Note if required with the bookmark.


tag-and-save-and-submit


Step 10: The document will now be moved to the selected subfolder (Prior Year/Additional Document) in Workpaper Folder.


workpaper-folder
























To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.







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