How to request a document?

Modified on Thu, 3 Nov, 2022 at 3:10 PM

Feature reserved for the accounting firm's practitioner


When a document is missing, it is possible create a “document request”.


Create a document request

  • Select the “Company” space
  • Click on the “Document Request” button


  • A new tab is opened on the application Tasks where it is necessary to fill in the following fields:
    • The customer record is pre-populated, but editable if the user has access to multiple records.
    • The title of the request
    • The description, if necessary.
    • Add an attachment if needed.
    • The due date by which the document must be transmitted.
    • Membership of a task group if it was previously created. See the article : "How to create a groupf of task ?"
    • The Destination of the requested document, either "To be archived in Documents" or "To be counted in Image
    • For a document "To archive in Documents", Select the type of document to archive as well as its visibility.
    • For a document "To be posted in Image", Select the accounting journal in which the document will be transmitted.
    • Assign one or more users who will have to transmit the requested document.
    • Subscribe if necessary one or more users who will be able to follow the task.
    • Check the "Confidential" part if necessary if only employees with access to the client file can see this task.
    • In the "Dependencies" section, it is possible to record blockings of documents by other documents.


  • Click on “Save


 

Other options are available, for more information,
See the article : "How to create a new task ?"


Assigned persons will then be able to validate the task in order to response to the document request.


Once a document is uploaded, this one will automatically be filed

See the article : "How to complete a task ?"

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