Submitting Additional Documents to the Auditor

Introduction

If you have already submitted the job to the auditor but later on you have realised a few documents were missing. Here's how you can submit the additional documents to the auditor after submitting the job.

Submitting the Additional Document

Step 1: Click on Clients > Manage Jobs > Submitted to Auditor.

Step 2: Now click on the three-dot icon and View DMS.

Step 3: Upload the document.

Step 4: Once uploaded, the document will be available under the Unsorted folder.

​

Step 5: Select the document and click on Submit to Auditor button.

Note: You can submit more than 1 document to the Auditor at once.

Step 6: Click on Yes to confirm the action. Notify icon will be ticked by default. 

Note: The Notify checkbox if ticked will send an email notification to the Auditor about the additional documents submitted.

Step 7: Once done, a confirmation toast message will appear on your screen.

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.

• Related Articles

• Submitting Job to the Auditor

  Introduction This article outlines the steps to send a completed job to the connected auditor for further processing. Moreover, in this article you will also learn how to cancel the audit job submission and how to send file to a ...

• Re-submitting Job to the Auditor

  Introduction Once you have submitted a job and then made any changes, you will have to resubmit the job to the auditor to reflect the changes in the auditor's portal. Follow the steps mentioned below to resubmit the job. How to Resubmit a Job Step 1: ...

• Uploading, Tagging and Roll Forwarding Documents

  Introduction The Document Management System (DMS) is a central hub where you can manage documents for various funds. You can upload documents, Run AI, view Client Details, Reimport Lead Schedules, and Organize Documents from this feature. DMS is ...

• SMSF Sorted Release 1.2

  Introduction This release includes phase 1 of improvements made within our DMS page, designed to add usability for locating funds and documents within the selected funds. We will continue to add filters, sort and further options within this page in ...

• SMSF Sorted Release v3.2

  Introduction We are happy to announce the latest SMSF Sorted release v3.2. This release covers below important points: True One Click Job Transfer to Auditor Sorted Lite users after preparing the workpapers in Sorted Lite can now submit the job to ...