Suralink
Enhance engagement transparency and efficiency with Suralink, featuring secure file sharing, real-time tracking, and dynamic request management for a streamlined workflow.
Yeo & Yeo is pleased to offer Suralink to our clients as a secure, efficient document request management platform. This comprehensive guide including a video, FAQ and overview of Suralink provides essential information for users to effectively navigate and maximize the potential of Suralink. The user-friendly interface streamlines the document collection process, enhancing collaboration between our firm and clients.
Key Features
- Dynamic Request List Management
- Real-Time Progress Tracking
- Efficient Document Handling
- Secure File Sharing
- Filter requests using multi-colored filter boxes with checkmarks
- Hide or show requests based on status (e.g., “Outstanding” or “Fulfilled”)
- Focus on items requiring immediate attention
- View percentage progress of requests and engagements
- See real-time status overview of each request in a quick view bar
- Access files, comments, assignments, and activity logs for each request
- Download all files in a section with a few clicks
- Edit multiple requests simultaneously
- Drag and drop multiple files at once
- Utilize SSL AES 256-bit encryption for data protection
- Integrate with your current two-factor authentication provider or use Google at no cost
- Benefit from inactivity time-out feature
Suralink How To
Discover how to streamline your workflow with Suralink in this detailed walkthrough presented by Yeo & Yeo’s Kellen Riker. Learn how to navigate the platform, manage requests, and securely share files to enhance collaboration and efficiency.
Frequently Asked Questions
- How do I filter requests in Suralink?
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- 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.
- Why don’t I see any open engagements after logging in?
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- 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.
- How can I view reports in Suralink?
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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.
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- Can I generate a status report of the audit? Is it available in PDF or Excel format?
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- 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..
- How can my team members be added to Suralink?
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- 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.
- How can I make the request list less overwhelming?
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- 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.