Sharing pages with third parties

Sharing pages allows secure real-time access to selected pages within a client workbook as the auditor determines - for instance to invite a client or other third party to attach documents or make a comment directly into the software - for say completion of checklists, commenting on analytical review results or completing systems notes:

  • Any page in a workbook apart from transactions testing and documents pages may be shared and accessed by third party
  • Click share command in bottom right corner of page: AA1.png
  • Names and email addresses of contacts already set up will be available as auto-completes, if a person not in contacts may enter manually: AA1.png
  • Enter a message - this will appear on an email sent to the client: AA1.png
  • Click add to send the client an email – includes message and a link (“token”) to access that page to add comments and attachments – email looks like this: AA1.png
  • When the client follows the link they see only the page shared plus instructions on how to comment and add attachments
  • Client may interact with user (users sees what client is adding, and client sees comments by user in real time – could be speaking by phone or Skype say while completing together)
  • Link stays open until the shared with… message on top of the page is deleted: AA1.png
  • Client may open shared page any number of times using link in email
  • A list of shared pages appears in sidebarAA1.png
  • As client adds comments or attachments these are tagged with name and date - client cannot amend once page is concluded or once the share link at the top of the page has been deleted
  • The same page may be shared with multiple people if required - they will see each others comments and attachments
  • In second and subsequent years the commenter will be able to see prior year comments and attachments and bring forward and edit these if required
  • Click edit on share link to see the message and to copy and paste token for client access if there is a problem say with their spam filter blocking the original email: AA1.png
  • In subsequent years third parties can bring forward their previous year comments or attachments, or simply ignore prior year response and type in a new response and bring forward option will disappear

TIP: Problems with access by third parties commonly result from them using out-dated browsers or trying to access via remote desktop



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