WEBVTT

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In Engagements, click Blue River Holdings
Limited.

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Check the client and service year so you
open the right job.

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This fictional engagement has one required
document still outstanding.

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We will collect it through the client
portal.

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Click Copy secure link under Move the file
forward.

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Open the copied address in a new tab to see
the client experience.

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Each engagement has its own portal.

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Here we preview the link ourselves; no
client email is sent.

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Read the Requested documents list before
choosing a file.

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The trial balance is already matched.

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Corporate profile and year-end details is
outstanding.

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Its description tells the client which
information to provide, so they can choose

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the appropriate document.

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Click Upload beside the corporate profile
request and select the fictional profile

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image.

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Wait for the upload confirmation.

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The filename now appears under the request,
its status changes to matched, and the

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Upload button becomes Replace for a revised
file.

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If a client is unsure where a document
belongs, Choose files for inbox provides a

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general upload area.

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Recent uploads shows what arrived.

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When a request already has a file, Replace
lets the client provide a revision.

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Use the specific request whenever its
purpose is clear.

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Back in the engagement, find Uploads and
manual review.

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The profile image is matched to the selected
request, but its detected document type is

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labelled low confidence.

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Review the source file and classification
before relying on them.

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Receiving a document does not replace the
accountant’s review.

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Click Document requests to review collection
progress across the practice.

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Blue River now shows two of two required
items received, one hundred percent

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completion, and no open requests.

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The tracker helps you distinguish files
still waiting on a client from files ready

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for document review.

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In the engagement, click Activity to review
the file’s history.

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The timeline records the profile upload and
the match to the request.

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This gives the next team member context for
the handoff.

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The next tutorial shows how to organize the
remaining work and due dates.