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ERP ATLASAPPNEURALOperationsP2Reference
Client Document Requests
Full nameAccounting Firm Client Document Requests Micro ERP
Requested files, versions, review decisions and approved records need a common history.
Application configurations3
Extension mappings6
LifecycleReference
About this erp
Purpose and scope
Requested files, versions, review decisions and approved records need a common history.
Connected workflows
- Document requests
- client uploads
- reviewer corrections
- approved document pack
- Source
- ERP_Full_Hierarchy_Catalogue.html
- Family
- Documents and approvals
- Family ID
- documents
- Configuration scope
- Industry operations
- Standalone scope
- Own document categories, parties, reviewers, access roles. Run document requests, client uploads, reviewer corrections, approved document pack. Maintain record history and role permissions.
- Core records
- Document categories, parties, reviewers, access roles
- ERP connections
- Customer records, projects, finance, operations
- Primary workflow
- Document requests → client uploads → reviewer corrections → approved document pack
- Readiness
- Source-defined reference configuration; runtime unverified.
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Connected catalog
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3 linked records
Application
Client Document Requests: Document Submission
Full nameAccounting Firm Document Submission App
Upload requested documents and track review status.
ApplicationClient Document Requests: Document Reviewer
Full nameAccounting Firm Document Reviewer App
Review document versions, request corrections and approve final records.
ApplicationClient Document Requests: Document Administrator
Full nameAccounting Firm Document Administrator App
Manage versions, access groups and approved document templates.