Roll Forward Document to Next Year in Auditomation

Roll Forward Document to Next Year in Auditomation

Introduction

  1. If there’s any document that is tagged in any line item or folder and can be utilized in the coming year(s), you can simply roll forward it to the next year while tagging the document.
  2. The document will continue to roll forward until you remove the roll forward from the document.
  3. With this feature, you do not need to save the document outside Cloudoffis in any device or folder, also you will not upload it again, it will automatically be tagged and uploaded automatically.

Note: Only tagged items can be Roll Forwarded, you can not Roll Forward any document from the Unsorted & Permanent Documents folder.

How to Add Roll Forward

Step 1: While tagging a document or open the already tagged document from any line item or folder from DMS (excluding Unsorted & Permanent Document folder).

Note: You can also follow this process while tagging any document in any line item.

Step 2:- Once the document is open, you can see a Roll forward option on the top right section. Click on the check box beside the Roll Forward to process forward.

Note: Selecting 'Roll Forward to Next Year' option would carry forward the document to next year with its tags, bookmarks, highlights and comments


View Roll Forwarded Documents

From Documents page of the job, you’ll be able to see a Roll Forward icon under File Status column against the document, which will denote that the document has been Roll Forwarded.


Hovering over the icon would show the date on which the document was roll forwarded.


Note: If there’s any document that has been tagged and roll forwarded into a line item, and that line item does not exist anymore in the coming year. Then, the document will be available in the unsorted folder.

Note:- A new filter has been added to view all the Roll Forwarded documents.

How to Remove Roll Forward

Option 1: Remove roll forward from inside the tagged document.


When you open the document, you can uncheck the Roll Forward option from the document itself.



Option 2: Remove roll forward by untagging the document.

If you untag any document which was roll forwarded then that document will not be roll forwarded to that item/folder.



Option 3: Remove roll forward from Documents page.

Step1: When you’re on the Documents page, click on the 3 dots, and from there select Remove Role Forward.





Step 2: A pop-up will appear for a confirmation, click on Yes to process forward.



Step 3: A confirmation message will pop up on the bottom right corner of your screen.


Note:- If Roll Forward has been added or removed from any line item, a notification will be shown in Recent activities.

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