Workpapers - Only view related documents within a worksheet
Showing all documents uploaded when you are in individual Worksheet is too much noise. We only need to see the uploaded documents relating to that specific Worksheet not the full Workpaper pack.
5
votes
Alex Jenner
shared this idea
Hi team, to support a more focused view, we've recently improved the way documents are being added to a pack.
Files previously added to a workpapers pack will now display on a separate tab.
We're keen to hear if this has helped solve for your needs here? Thanks 🙂
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Alex Jenner
commented
When reviewing attachments in each Worksheet we do not need to see every document that has been loaded to the full Workpaper. Too much noise and difficult to review
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Alex Jenner
commented
It takes too long to upload multiple documents to a line item in a Worksheet.