How do I Send a PDF Copy of my Financials for Review via RFI?

How do I Send a PDF Copy of my Financials for Review via RFI?

To send a PDF copy of your financial statements via RFI, follow these steps:


  1. Create a query and question set by following the steps in this FAQ: https://support.caseware.com.au/portal/en/kb/articles/sending-and-receiving-documents-using-queries Note: although it is an FAQ for Agile Audit, the steps are the same for Cloud Financials. 

  2. Add a new question to the question set by clicking the + button

  3. Select “Copy from Cloud”

  4. This menu will show you documents from your current engagement file, as well as other engagements in the entity. Select the Financial statements, then press OK

  5. Use the FAQ linked in step 1 for instructions on how to send the query document to the client. Additional information on sending a PDF through a query is available in the following FAQ: https://support.caseware.com.au/portal/en/kb/articles/sending-and-receiving-requests Note this FAQ uses the Xtend product as an example, but the same steps are applicable to Cloud Financials. 









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