India Audit Lens
Manage client collaboration, email, notes, connections, and activity
These pages collect the client-specific communication context. Use the Collaboration Center for creating full issues/requests; the client page provides the scoped view.
By India Audit Lens product team · Updated 2026-07-17
Review collaboration
Open Collaboration inside the client. Use Issues or Document Requests. Filter by status. Open a row to review owner, due/status, evidence, responses, and client visibility.
The client tab is a scoped register. Create, bulk-manage, remind, export, and approve visibility through the Collaboration Center/detail workflow when those actions are not shown here.
Configure client-specific email
Client email settings can override firm email delivery for this client.
Open Email Settings. Enter SMTP Host, SMTP Port, TLS or SSL, SMTP Username, and the approved password/app password. Leave the password blank when the page says doing so preserves an existing secret. Enter From Email, From Name, and Reply-To Email. Configure Email Enabled and Send Response Emails. Set optional logo URL and primary colour. Click Save Settings. Click Send Test Email, enter a controlled internal recipient, and send.
Do not test with a client recipient until the template, sender identity, and data are approved. A sent test is not proof of inbox delivery; review the delivery result/log.
Add or edit a client note
Open Notes. Filter by Internal, Client Communication, or Follow-Up if needed. Click Add Note. Enter Content and choose Type. Select Pin this note when it must remain prominent. Click Create.
Use Edit/Update to correct a note and Pin/Unpin to manage prominence. Delete is destructive and removes the visible note; preserve required communication evidence under firm policy.
Note type describes the purpose. It does not automatically publish the note to the client portal.
Review connections and activity
Open Connections to see documents/data/records linked to the client. Use only the actions displayed and confirm the relationship before unlinking. Open Activity Log to review actor, action, resource, and time. Open detail for the auditable event; use the global Activity Log when broader filtering/export is required.
Expected result
The client page shows the intended scoped collaboration records, tested email configuration, maintained notes, linked records, and immutable activity evidence.