After a client completes and submits their SmartRequest, firm users can review their responses, upload additional documents on their behalf, and generate workpapers. All actions are available from the SmartRequests tab in Doc Requests.

Review a Client Submission

1. From the SmartRequests tab, locate the request with the Submitted status.
2. Click Review next to the request.
   
   
3. On the Review submitted questionnaire page, click → Review Submission to:
   • Review the client’s questionnaire responses.
   • Update answers, if needed.
   • Upload supporting documents on behalf of the client.
4. If you make any changes, click Save & Close to save your updates and return to the SmartRequest landing page.

Generate a Workpaper

After reviewing the submission, you can generate the client’s workpapers for tax preparation.

1. From the Review submitted questionnaire page, click Generate Workpaper.
2. SmartVault generates two PDFs:
   • ClientName_Workpaper.pdf — contains all questionnaire responses.
   • ClientName_Workpaper – Source Documents.pdf — contains all uploaded files.
3. These files are stored automatically in the client's Request Docs folder.

Access the Request Docs Folder

To view all documents associated with the SmartRequest:

1. From the Review submitted questionnaire page, click Link to Workpapers.
2. You will be taken to the client's Request Docs folder.

Here you can access:

• The generated workpaper PDF
• The source documents PDF
• All documents uploaded by the client or the firm.