WorkFlex

Describe your assignment in your own words and get your documents and a compliance summary in minutes

Set up an assignment with AI (Explore with AI)

This article explains the Assignment Exploration Chat, a tool for clarifying details, asking questions, and making changes efficiently.

📘How and Why to Use the Assignment Exploration Chat

The following guide walks you through each step of submitting a new assignment request on the platform.

How to submit a new assignment request in WorkFlex

Submitting an ongoing assignment

Confirm an assignment

How to edit already submitted Assignment requests and credit deductions.

Edits to Submitted Assignment Requests

The intake form has been significantly enhanced to provide more precise, structured, and scenario-based data collection.

Revised Intake Form Questions: What’s New and How to Use Them

Ordering an additional balance sheet

David William

Explore, submit, confirm and edit assignment requests

Setting up & submitting assignments

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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