Files

Evidencing, made simple

Take advantage of the convenience of a firm-wide file management system linked to your workpapers. Store, view and reference files within a workpaper, or from other workpapers and entities within a group.

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Hierarchical folder structure

  • Organise your files for optimal workpaper evidencing efficiencies
  • Store files against different levels within a folder hierarchy at the Worksheet, Workpaper, Entity, or Group level
  • Use the advanced file system to navigate to and reference files from a variety of levels within the hierarchy, including between entities within a group

Bulk file referencing

  • Select one or multiple files
  • Select the locations for the files to appear
  • Reference to multiple locations within a workpaper or to locations outside of a workpaper

In-browser file preview

  • Eliminate the need to download viewable files, such as PDF and image files, simply to view the contents
  • Speed-up the preparation and review workflow while enabling controls around versioning of files

File visibility & consistency

  • A single file can be referenced in multiple places, eliminating the need for files having to be re-uploaded several times
  • If the source file is replaced, all references will also be updated to reflect the most recent version of the file
  • Upload your files or import via FYI to allow external users like outsourced staff or contractors to access required documents, without needing to invite them to your other systems

All the things that make Files great



Files, links and references

Support for file uploads, links, and references to accommodate for however you prefer to store your evidence.



Paste to upload

Copy files from your machine or screenshot to your clipboard and simply paste with ctrl + v or cmd + v to automatically upload to the Files or Worksheet.



Key file actions

Renaming, downloading, replacing, moving, deleting



Bulk file referencing

Create references to a file or multiple files in a single action. Reference to locations inside the workpaper, or to other locations.



In-browser file previewing

Eliminate the need to download viewable files, such as PDF and image files, simply click to view the contents.



Integrations

Use integrations like FYI to auto-import files into Cimplico Workpapers for efficient evidencing. Allow external users access to needed documents without full system access.

See the power of a cloud workpaper solution

Signup and take advantage of a 14 day free trial to see how Cimplico Workpapers will give back control, efficiency and visibility to your workpaper preparation and review.

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