Using the Source Document Processing Status portlet

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Use the Source Document Processing Status portlet in the Firm dashboard to view the status of source documents and transmit and retrieve multiple source documents in the engagement binder at the same time.

  1. In the Firm Dashboard, click the Select Portlets link at the top of the screen to open the Select Portlets dialog.
  2. Mark the checkbox next to Source Document Processing Status in the Select Portlets dialog and click OK.
  3. In the Source Document Processing Status portlet, you can view the status of source documents for all clients in the grid and take the appropriate action.
    Status Action
    Waiting to transmit Source documents are ready to be transmitted to the Thomson Reuters secure data centers for OCR processing from the Source Document Processing folder in the Engagement Binders Tree portlet. Click the Transmit/Retrieve All button to begin processing all source documents with a status of Waiting to transmit. Alternatively, you can click the link in the Status at Thomson Reuters data center column for a single workpaper.
    Processing Source documents have been transmitted to the Thomson Reuters secure data centers and are currently processing. Click the Transmit/Retrieve All button to retrieve all source documents that have finished processing, or click the Refresh button to refresh the status of the source documents.
    Downloaded Source documents have been retrieved back into the engagement binder and are available to organize. Click the Clear Downloads button to clear items in the grid with this status.
  4. Verify that items with a status of Downloaded in the Source Document Processing Status portlet are present in the Source Document Processing folder of the Engagement Binders Tree portlet with a status of Waiting to organize.
  5. Right-click the source document and choose to organize or delete the source document.

Notes

  • You can click the link in the Status at Thomson Reuters data center column for a single workpaper rather than clicking the Transmit/Retrieve All button.
  • The Last Updated date and time status at the top of the portlet indicates the last time that the status was refreshed in the portlet.
  • You can click the column header buttons to sort the items in the grid.

Related topics

Source Document Processing

Working with portlets

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