A full set of workpapers, filed and ready to review.
The challenge
An audit engagement generates a high volume of workpapers from multiple team members, and getting them filed correctly and ready for review can mean opening and sorting each one by hand.
The solution
Drag and drop files incoming workpapers straight into the correct engagement folders, and multiple document preview lets the reviewing partner scan several at once without opening each in turn.
Key Capabilities Used:
Drag & Drop; Multiple Doc Preview; Versions.
From your computer, drag and drop the incoming workpapers directly onto the relevant folder in the engagement workspace in the next-gen iManage platform.
Once filed, select several workpapers at once and open Multiple Doc Preview.
The reviewing partner can scan through each workpaper in sequence within a single preview window, rather than opening and closing documents individually.
Open document versions to check the latest version for the audit. Use redline and change summary to verify what has changed.
The engagement stays organized and review-ready throughout, even as new workpapers continue to come in from the field team.
More to explore
Track Amendments Across A Syndicated Loan Agreement
Use Case
Drag & Drop
Key Capability
Multiple Doc Preview
Key Capability