Uploading documents and Sharing Additional Documents with Auditors

Introduction

If you’ve submitted a job to the auditor but forgot to include some documents, there’s no need to resubmit the entire job. You can simply share the additional documents separately. Similarly, if a document was unavailable at the time of submission, you can upload and submit it later.

How to Upload Documents

1. You can only Upload Documents while submitting a job to the auditor. Click here to know more about submitting a job to the Auditor.

How to submit Additional Documents to the Auditor

Step 1: Once you submit the job to the auditor, the fund will be now also listed in the DMS. Selecting the fund will display number of documents in each folder.

Step 2: If you require, you can upload new documents by clicking on Upload icon.

Step 3: Once you upload the documents, the documents will be now available in the Unsorted Folder.

Step 4: Select the documents that you would like to submit to the auditors. Once done, click on Submit to Auditor icon from the top right.

Step 5: A confirmation pop-up will appear on your screen with a checkbox to Notify Auditor about the documents submitted. Select the checkbox and click on Yes to Submit and Notify regarding Additional Documents.

Step 6: You will receive a confirmation toast message at the bottom of your screen.

Step 7: The documents will be now moved from Unsorted to Submitted to Auditor.

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