Review and manage client-uploaded documents with greater speed and clarity
The Files View within the Information Requests module gives tax professionals a streamlined way to review all uploaded documents in one place. Instead of navigating through individual requests, you can now see a consolidated list of files—making it easier to find uploads and take action.
This view is designed to align with your workflow, helping you focus on what matters most: reviewing client documents quickly and accurately.
Key Features & How to Use
View Uploaded Files
Switch to the Files View from the top of the Information Requests page
See all uploaded files in a table format, including:
File Name
Associated Request Name, Category and Status
File Status
Uploader
Upload Timestamp
Files are sorted by upload date (newest first) by default.
Quick Actions
Click directly on Request Status or File Status to update them inline
When marking a file or request as Returned, a modal will prompt you to leave a comment for the client
If you are returning a request or specific file, you will be prompted with an opportunity to type in a return comment/reason.
Search, Sort & Filter
Use the search bar to find files by keyword
Sort by date, request name, or uploader
Apply filters to narrow down by status, category, or priority
Preview & Download
Click the preview button (eye icon) next to the file name to view within your browser before download
Click on the file name to or download icon to save the file
To bulk download files, use checkboxes to select multiple files. Then Open the Tools dropdown and choose Bulk Download to export selected files
Armanino-Provided Files
Files shared by Armanino are clearly marked with the Armanino logo and labeled “Provided by Armanino” in the File Status column. The file status for Armanino files cannot be changed.
Changes Synced with Request List View
Any changes made in the Files View—such as status updates or comments—are automatically reflected in the standard Request List view, ensuring consistency across the platform.