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Returning a Delegated File to the Manager or Partner (Desktop)
What it is: The process a team member follows to send their completed work back to the manager or partner, packaging it as a delegation return file for re-import into the master client file.
What it's for
Once a team member has finished working on the sections delegated to them, they return the delegation file. This removes it from their client list and produces a file the manager can import back into the master client file to merge the work.
How to do it
- On the Client List screen, select the delegation file (identified by the down arrow ↓ icon).
- Go to Delegation and select Return Delegation.
- Choose the folder where the returned delegation file should be saved and click OK.
The file is exported and removed from your Client List. Send the saved file to the manager or partner so they can import it back into the master client file.