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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