Before following the below steps, please ensure that all relevant staff have the Xtend ANZ app enabled within their cloud account. See Enabling Xtend for staff to learn how to.
Step 1: Create an Xtend engagement. This can be done in two different ways:
1a. Through a dialog when publishing a Working Papers engagement. For more information, please refer to the Xtend Integration with Working Papers FAQ.
1b. Manual creation of the Xtend engagement in the cloud. For more information, please refer to the Creating and using an Xtend file FAQ.
Step 2: Complete the Xtend Optimiser checklist to build out your Xtend ANZ engagement, and Request For Information query document.
Step 3: Review the questions included in the Request For Information query document. If required, add in additional questions for the client.
Step 4: Send the Request For Information query document to your client contacts so they can collaborate and send documentation to you. For more information, please refer to the Sending and Receiving requests FAQ.
Client contacts can be sent the instructional PDF included in the Xtend - A contact’s perspective FAQ to assist them with responding to a query document.
Return responses to reopen the query question if response needs to be amended by contact.
Step 6 (Additional step): If required, client documentation stored in an Xtend engagement can be moved across into a Working Papers engagement via drag/ drop.
Drag/ drop can be done from the browser screen into Working Papers, or through the docking view. For more information, please refer to the Xtend Integration with Working Papers FAQ.