IndiaAuditLens
Manage client collaboration, email, notes, connections, and activity
These pages collect the client-specific communication context. Collaboration lists the questions and document requests asked of this client across its engagements; Ask client records a new one.
By IndiaAuditLens product team · Updated 2026-08-03
Before you begin
Open the correct client and confirm the name in the breadcrumb. Decide whether the communication belongs in a question, a document request, an email, or an internal note. The client portal is not switched on: nothing on these pages is shared with or sent to the client. Ask the client by email or offline, and record it here. Use only approved email and document-delivery settings for the client.
Review collaboration
Open Collaboration inside the client. Use Questions or Document requests. Filter by status. The words are those of Client requests; a request not yet answered or received shows as Open. Click a row, or its reference, to open the request on its engagement's Review › Client requests: what was asked, how and when, what came back, and its comments. To record a new request, click Ask client, choose one of this client's engagements, then A question or Documents (asking for documents is for managers and above).
The client tab is a scoped register. Mark a request asked or received on Client requests, and export the firm-wide lists from the Collaboration center.
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.