Sending and Receiving Documents Using Queries

Sending and Receiving Documents Using Queries

If you have not enabled association sharing at the SMSF Audit Accounting Entity level, enable it by following the FAQ here.

You will also need to add contacts from the firm you wish to collaborate with if they aren’t currently added.
  1. Click on the plus button next to the subfolder you would like the Query document to be placed in.


  2. Add an identifier number according to where you would like the document to sit in relation to the other numbered documents. Specify a name for your document and click Save.  
Now, follow these steps below to build out your Query document. In this example we are sending the Engagement Letter to be signed and returned.

  1. Click on the plus button to add a new question set.  
  2. Fill out the name of the question set and click on the checkmark to save your input.  
  3. Hover your mouse slightly under the name of the question set to make the add option appear, click on the plus button and select File Upload.  
  4. Fill in a title and brief description of the item for the client and as you keep inputting text, click the check mark to save your typed text in each field. Within this item you will also need to select the document you want to send by clicking Copy from Cloud as well as specifying where you want the returned document to be saved in your SMSF Audit Engagement by clicking Select Destination.  
    Selecting file to copy.

    Selecting destination to save returned document. 



  5. Once you have specified the two aforementioned settings your question set section will look similar to the screenshot below.
           
Once you are satisfied with the contents of your Query document you can now send it to your client contact. This is done by following the two steps below.
  1. Add instructions for the contact at the top of the query document, if you wish. In the screenshot below, instructions have been given as to what they need to do, and how to notify you that the document has been signed and returned. Then click on the Send button. 

    Suggested Instruction text: This page will allow you to download and review documents we send you, and re-upload signed copies of those documents. Once you have uploaded the signed version of the document(s) please mark the page as responded in the top right hand corner.      
  2. Add a due date, assign the Query document to all contacts or an individual contact and then type in the body of the email to include in the email notification sent to your contact.  
Once your contact has uploaded the signed version of the document and marked the document as responded you will receive an automated email notification. You are then able to accept the returned document following the two steps below.

  1. Click the cancel button next to the copy of the engagement letter you originally sent so that it does not get placed as a duplicate in your document manager. 
  2. Accept the document from your Contact and file it in the Documents screen by clicking on the blue dot in the top left corner of the question set section and selecting Accept response.  Or if you are satisfied with accepting and placing all of the returned documents in the Documents screen, then click Complete at the top of the Query document.