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.

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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.

For any further questions or queries that mar arise, contact support@cloudoffis.com.au

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