Integration with onesource fileroom

For Hosted Clients who log in through the ONESOURCE platform, one free drawer is available to use when the license is activated. You can utilize the ONESOURCE FileRoom to store and access all your documents.

To enhance the documentation functionality, ONESOURCE Tax Provision integrated with ONESOURCE FileRoom. You can migrate documents currently stored in the ONESOURCE Tax Provision datasets to the ONESOURCE FileRoom. You can attach a document at the dataset, unit, or component level. If you attach documents at the component level then, the document is added as usual.  The functionality to attach documents at the component level did not change. When a document is attached regardless of the level, it is indexed making it searchable for quick access. When attaching documents in the ONESOURCE FileRoom, there is no need to open the ONESOURCE Tax Provision application to find or attach a document.

Notes:

Documents can be added at three levels:

In the Control Panel, clicking Documents launches the ONESOURCE FileRoom. Once the Documents dialog box opens, you can set up the required Document Criteria.

Required information includes:

Note: The Description, and File Name will pre-populate when documents are attached at the component level.

Drawer

When you license the ONESOURCE FileRoom, all drawers are available in the Drawer drop-down list. Without a license, one free drawer is available.

To attach a document:

1. Click Actions to open the Attachments dialog box.

2. Click Add Document. You can view all documents associated with the item.

Attachments Dialog Box

Note: If you continue to attach documents at the lowest level (component level) then your Index Values will be pre-populated. The index values will be completed based on the level you are attaching a document.

Example: The index values below are automatically completed for the Dataset, Unit Code, Unit Name because the document is attached at the component level.

Add Document Dialog Box