Completing a Client Information Request - Cloud Audit (Mercia)

Follow these steps for completing a returned client information request in the Cloud Audit templates:

1. From the Documents tab, open the Client information request document:

2. Once the client has responded to all questions, you will see a confirmation at the top of the document:

3. You will see activity timestamps for question responses:

4. You have the option to return the response, for more detail, or accept it:

5. Once you are happy with the responses, select COMPLETE in the top-right:

6. Select CONTINUE to confirm the locking of this document, preventing any further work on it (if you require further client information, you have the option to add a new standard request or create a custom request):

7. The document status will update to Complete and each question will display as Accepted:

8. Returning to the Documents tab, you will see a tick indicating that the document is signed-off and that provided documents (in this case, the Trial Balance) are automatically added:

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