Document Management
FYI Integration - Workpapers Sorted
Introduction With this newly added feature, we have developed the functionality to Upload Documents directly from FYI Docs into Workpapers Sorted and Save the Workpaper File into FYI Docs once generated. Configuration Step 1:- After logging in to the ...
Streamline Workpapers: AI-Powered Data Extraction and Integration from Uploaded Documents
Introduction With Workpapers Sorted, you can create automated workpapers using supporting documents. With just a few clicks, you can upload and process documents, extract data, and generate accurate workpapers with the help of Workpaper Templates and ...
Upload, Attach & Delete Documents
Introduction Here's all you need to know about Uploading, Attaching, Deleting, Renaming, Roll Forwarding and Previewing Documents. How to Upload Document Step 1: Log in to Workpapers Sorted and head to Job Dashboard. Step 2: Now click on the ...