Notification Alerts - Documents Uploaded Email Notifications

Notification Alerts - Documents Uploaded Email Notifications

Documents Uploaded Email Notification


E-mail notifications will be sent when an Accountant or Administrator uploads supporting documents to an audit job and selects "Notify Auditor" during this process. 

The recipient of the email notification will depend on the status of the job at the time the document is uploaded.  

JOB STATUS
RECIPIENT
Submitted
Company Admin
Assigned
Preparer
Job Started
Preparer
Waiting for Response
Preparer & Manager
Pending Manager's Review
Manager
Pending Auditor's Review
Auditor
Review Completed
Manager & Auditor
Reports Sent for Signature
Manager & Auditor
Reports Signed
Manager & Auditor



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