Client Guide
Client portal guide for responding to audit requests, uploading documents, and collaborating with your audit team efficiently.
Welcome to Agentive. This guide walks you through everything you need to participate in your audit as a client. By the end you will know how to sign in, find your engagement, open a request, upload files, comment with your auditor, and keep your work moving.
Agentive is built to make audit collaboration seamless. Your audit team handles the engagement setup. Your job is to respond to requests with the right files and information so the audit keeps moving forward.
Let's get started.
What you'll do in Agentive
Your day-to-day in Agentive is a short list of repeatable actions. The rest of this guide walks through each one in order.
Upload files
Attach PDFs, Excel files, images, and more. For itemized requests, bulk upload and Agentive's AI sorts files into the right rows.
Leave comments
Ask questions, provide context, or clarify details. Use @ mentions to bring teammates or your auditor into the thread.
Track progress
Use the Board, List, or Activity view to see what is open, in progress, or complete.
1. Sign in to Agentive
Agentive sends you an invitation email the first time your auditor adds you to an engagement. After your first sign in, all you need is your email address and the 6-digit code Agentive sends to your inbox.
Open your invitation email
Find the invitation email Agentive sent when your auditor added you to the engagement.
Go to the sign-in page
Navigate to https://app.goagentive.com.
Enter your email
Enter the email address the invitation was sent to.
Enter the 6-digit code
Check your inbox for a 6-digit code from Agentive, then enter it on the sign-in page.
Trouble finding the email? Check your spam or promotions folder. If you still cannot find it, ask your auditor to resend the invitation.
2. Find your engagement
When you sign in, Agentive places you in the engagement you were added to. If you are not taken there automatically, or you have access to more than one engagement, you can pick the one you want from the left side of the screen.
Open the engagements list
Find the engagements list on the left-hand side of the screen.
Choose an engagement
Select the engagement you want to open.
What is an engagement? An engagement is the workspace for a single audit. It contains all of the requests, files, and conversations between your team and the audit team for that period.
3. Get to know the Request Board
Inside an engagement, you land on the Request Board. The Request Board is the home for everything your auditor needs from you. Each tile on the board is a request: a specific file, set of files, or piece of information your auditor has asked for.
What you'll see on each request
Open any request and you'll find:
- A title and description explaining what the auditor is asking for.
- A status that signals where the request stands in the workflow.
- An assignee for the person on your team who owns it.
- An upload area for your files.
- A comment thread where your team and the auditor can talk through questions.
Status meanings
Every request carries a status so your audit team can see at a glance where things stand. You can change the status on any request you own.
- To Do: You have not started this request yet.
- In Progress: You are working on it. Files may be partially uploaded.
- In Review: You have finished and the auditor is reviewing your response.
- Done: The auditor has accepted the response and the request is closed.
Switch how you see the board
The Request Board has three views. Switch between them with the view toggle at the top of the board.
Board view
The default Kanban layout, grouped by status. Best for scanning what is open versus done at a glance.
List view
A row-by-row table of every request. Best for seeing status, assignee, and due date all in one place.
Activity view
A timeline of recent changes. Best for catching up on what has happened since you last signed in.
4. Respond to a request
Responding is a combination of uploading files, leaving comments, assigning the right person, and updating the status. You don't need to do every piece on every request, just the ones that apply.
Open a request
Find the request
On the Request Board, find the request tile you want to open.
Click the tile
The request opens to show exactly what was asked for, the upload area, the assignee, and the comment thread.
Upload files
How you upload depends on what the request asks for. Pick the tab that matches your request.
Use this when the request asks for one kind of document, such as a single credit card statement, a bank statement, or a policy handbook.
Drag your files in
Drag the files from your computer directly into the request's upload area.
Some requests cover several selections or more than one type of document. These requests group the files they need by Document Group. Upload everything into the bulk upload area and Agentive's AI sorts each file into the Document Group and selection it belongs to.
Drop in all your files
Drag all of your files for the request into the bulk upload area. Agentive matches each file to the right Document Group and selection.
What is a Document Group? A Document Group is a labeled bucket for one type of file inside a request. When a request needs more than one type of document (for example, credit card statements and matching receipts), each type lives in its own Document Group.
Leave a comment or ask a question
Comments are the conversation between your team and the auditor on a specific request. Use them to ask questions, flag context, or confirm that something is intentional.
Scroll to the comment area
Open the request and scroll to the comment area at the bottom of the page.
Write your comment
Type your message. To bring a teammate or the auditor into the thread, type @ and pick their name. They receive an email notification with a link back to the request.
Submit
The comment posts to the request and is visible to your auditor right away.
Assign a request to a teammate
Some requests are best handled by a specific person on your team, such as your AP manager for payables or your payroll specialist for payroll. Reassigning sends a notification to the new owner.
Set the assignee
Click the assignee field and choose the teammate who should own the request. They receive an email notification.
Update the status
When you finish uploading or have a response ready for the auditor to review, update the status so the audit team knows. Most clients move requests to In Review once their part is done.
Choose a new status
Click the status field and pick the next status. See Status meanings for what each one signals.
Return to the Request Board
From inside a request, click the back button at the top left of the screen to return to the Request Board.
5. Manage your account
Update your email notification settings
Choose how often Agentive emails you about activity in your engagements.
Open your user menu
On the Request Board, find your user icon at the bottom left of the screen, below the Email Us button.
Open notification settings
Click the user icon and select Notification Settings.
Set your preferences
Set how often Agentive emails you about your engagements.
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