You can add documents to ONESOURCE FileRoom at three levels:

1.Dataset Level

2.Unit Level

3.Component Level

In the Tax Provision navigation bar, click Documents to open the ONESOURCE FileRoom application. When the Documents dialog box opens, you can select the required Document Criteria.

 

The system requires the following information:

•Year

•Period

•Tax Type

 

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Note: The system pre-populates the Description, and File Name when documents are added at the component level.

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ONESOURCE FileRoom Setup Section

 

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 add 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

 

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Note: If you continue to add 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.

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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