Sharing pages allows secure real-time access to selected pages within a client workbook, for instance, to invite a client to answer a questionnaire, to attach items, or make a comment directly into the software for say commenting on analytical review results or completing systems notes.
- Any page (apart from transactions testing pages and documents) may be shared for third party access (unless the security setting is on which prohibits this)
- Many pages are designed to be shared, and when they are opened a prompt to share will be displayed
- To create a new share, click "Share Workpaper" from the following prompt
- Pages where the prompt is not displayed may also be shared; click "Share" in the top right corner of the page.
- A share dialog like this will appear:
- The sections to be shared may be deselected if they do not apply so that they do not see those sections (in the example below the Budget Information section has been hidden)
- Once completed other sections may be hidden and hidden sections ticked so that the page can be shared with another person who may know these answers
- Alternatively more than one version of the page may be made and shared with different people concurrently
- Names and email addresses of contacts already set up will be available as auto-completes
- Select the appropriate contact
- There are two ways to send the link, either directly off the system using the "Automatically send this link via email" option as below, in which case a message is added by the auditor and the email is sent immediately:
- If this is left unticked when Add is selected a link is generated as follows:
- The link will pop up in another dialog making it easy to copy and paste into your own email to share with the user, along with other share links to other pages if required
- The link can be sent to a user and they will have access to the page but no other page
- The customise individual workpapers feature may be used to personalise shares on a client by client basis prior to sending.
What the client sees:
- When a shared link is opened, the client will see a dialog where they can confirm their details
- They also see instructions with how to add data
- The auditor receives an email indicating that the client has accessed the page
- The client sees the shared page and is able to answer the questions and upload attachments.
- The shared user does not see the sidebars, cannot conclude pages, and may not navigate to other pages
- The auditor sees the data being added in real time:
- The client has two buttons at the bottom of the page. One to "Save and Exit" and the other to "Mark as Completed":
- "Save and Exit" allows the client to come back and complete their work later
- If the "Mark as Completed" button is clicked, the shared link will no longer allow the client access and the user who shared the page will receive an email saying the page is complete, and the client will receive this message:
- Additionally, the workbook will update the summary in the Job Summary (also accessed from the page footer) and the shared page will show as completed:
- The client is not required to address every item before they mark as complete
- The auditor may also stop access at any point by deleting the share link at the top of the page (e.g. if sent to the wrong person)
- Access by the client is also removed once the page is concluded by the auditor, even if the client has not marked it as completed
- If the auditor requires additional work the page may be shared again by creating a fresh share, with the auditor's comments added if necessary, or specific questions may be asked using the requests feature
- If there are incomplete items which are not applicable the auditor may mark them all as n/a from the dialog on the conclusion area: