Overview

When a document request is sent to an Audit Client, the Audit Client must fill out the request form and return it to the requestor. An Audit Client will find the document request on their My Tasks list on their Home screen.

Related Information/Setup

Please refer to the Opting into Document Management & New UI  article for further information on document management.

Navigation

• From the Home screen, click the Document Request Form from on the My Tasks list.

Document Request Form

Returning a Document Request Form

1. From the Document Request Details tab, review the document request information in the Step 1: Review Documentation Request section. Note the Due Date field, as this will indicate when the Document Request is due.

Step 1: Review Documentation Request Section

2. Add any requested documentation to the Document Attachments/URL field under the Step 2: Add Attachments section by dragging and dropping a file in the Document Attachments/URL field or by clicking the Add File link and selecting a file from the connected PC.

Add File Link/ Drag and Drop File

3. Click the Add Link link or click the designated area under the Documentation Attachments/URL field to add a web link to the document request.

Add Link/Click to Add a Web Link to a File

3. Review any Auditor comments in the Comments section under the Auditor Comments field.
4. Enter any additional information or comments for the auditor in the Audit Client Comments field.

Audit Client Comments Field

5. Click the Submit Document button to return the document request back to the Auditor. 

Submit Document Button