Suralink

Suralink offers robust filtering options to manage your requests. You can use the multi-colored filter boxes with checkmarks to hide or show requests based on their status, such as “Outstanding” or “Fulfilled.” This allows you to focus on the items that require your immediate attention.

If you don’t see any open engagements, it’s likely because they haven’t been assigned to your account yet. This can happen when folders are rolled forward. Contact your firm administrator to ensure you have the proper assignments.

If your firm administrator has shared reports with you in Suralink using the Reporting Section, you can access these in the “My Engagements” tab under the “Reports” section. This will show the name of each report you have been given access to and when it was published.

Yes, you can generate the report by going into the engagement you want the report for, clicking the circle with three small dots inside on the top right of the screen (icon next to the bell) and then clicking “Export.” This will then allow you to filter the report by status, due date, etc. before exporting to either PDF or Excel.

If you have been set up as an Administrator in Suralink then you can add a team member by going to the “My Engagements” tab and clicking the “+ Invite Client User” near the bottom middle of the screen just above the “My Team” section. If this button does not show up you are likely not set up as an Administrator and you will need to contact your Firm Administrator to have them added.

To simplify your request list, use Suralink’s filtering options. You can hide accepted and fulfilled items, allowing you to focus solely on outstanding requests that need your attention. This feature helps streamline your workflow and prioritize tasks effectively.