Required Documents / T_Required Documents

This post will cover:

1. What is the Required Documents Tab used for?

2. Attaching a document and expiry date.

3. Accessing the Required Documents report.

4. Add or remove documents or templates from the list.

1. What is the Required Documents Tab used for?

The Required Documents Tab can be viewed by clicking a client record in the Client table, then selecting the Required Documents tab. This will populate a list of required documents for each entity type. DataGrows provides a standard list of documents for each entity type. You can remove items from this list or add your own. Each time a new client joins, the Required Documents list is generated, and your team can download document templates where needed and attach documents for safekeeping. They can also add an expiry date that will pull through to a report, so your team can easily see when they need to request an updated document from the client.

2. Attaching a document and expiry date.

If you click on any record in the Required Documents tab, a form will open to the right. Here, you can click on Upload File to attach a document or click on the calendar icon in the Expiry Date field to select an expiry date. This date will pull through to a report for easy reference when reviewing documents.

3. Accessing the Required Documents report.

You can access the report by going to Reports the clicking on the link for the Required Documents report.

Please select a firm and an accountant from the list, then click on View Report in the top right for the report to generate. This report will show all records and indicate which documents have been attached, are about to expire, or are outstanding.

Each page will list the documents for a specific entity type. Please use the arrows indicated below to move to the next page. You can also download the report by clicking on the floppy disk icon shown below.

4. Add or remove documents or templates from the list.

To add a template to the Required Documents list or to add to or remove records from the list, go to the Communication Department, then click on T_Required Documents.

From here, you can remove any record by clicking on the bin icon to the right, or add a record by clicking on ADD RECORD in the top right and completing the form.

To attach a template, click on any record and then on Upload File. Any changes made to the T_Required Documents table will pull through to the Required Documents tab for that client overnight. If you want it to update immediately, please save the client in the Clients Table, and then the changes will apply.