Documents
Roll Forward Document to Next Year in Auditomation
Introduction 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. The document will continue to roll forward until you ...
How to delete Document(s) in Sorted ?
Introduction To remove any document from the DMS, follow these steps given below: Step 1: Go to DMS, select the Fund, and Folder. Step 2: Select the document(s). Step 3: Click on Delete icon Step 4: Click on Yes to to confirm your action. Step 5: The ...
Why have documents not transferred from the accountant after they sent a job?
Overview From January 27 2022 with the rollout of the SMSF Sorted Connect portals, the way that accountants transmit documents for a job has changed. Once the documents have been uploaded, there is an extra step to submit the documents. This is ...
Microsoft Office integration
Overview This article will cover how to install the Microsoft Office (MS Office) plugin. Please close all Microsoft Products i.e. Word, Excel etc. before beginning the download & installation This is currently only available for Windows-based ...
How to add documents from the Unsorted folder into the backup Audit file
Overview When generating an audit file in Cloudoffis Auditomation documents that are in the Unsorted folder are not included. This is by design for when a file may be sent external to the audit firm so that only the documents bookmarked to ...
Protected PDF File Restrictions
Protected PDF File Restrictions Guide under construction
Working with Documents
Working with Documents Accessing documents The document menu is available on almost every page on the right of the screen as per below; From this section, you can search, select appropriate folders, open or drag & drop, refer here for a video ...
PDF Viewer & Tools
PDF Viewer & Tools Release 3.2 included a new PDF viewer with enhanced tools and additional functionality. The new viewer was a culmination of client feedback and a collaborative development team. Please keep the feedback coming! We are further ...