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.