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Turn on alerts when anything new is posted. I usually do a completeness check every once in a while
Yes, this too.
Do one full sweep at first. Then turn alerts on and monitor every file that is uploaded during the engagement. If a file is relevant, i send it in an email to the team.
Subject Expert
If the files are all PDFed together just cut them into different files in Adobe and label them accordingly
Personally, it’s not my job to find shit that is improperly labeled or disorganized. My job is to look for what we need and request what is missing.
We will inevitably need to request more support, so just add it to the IRL.
If the sell-side / client says “oh we already uploaded it here in folder xyz” I say thanks and then boom we solved the problem in like 1 minute. I justify my behavior because it reduces the amount of time wasted and thus keeps the bill low.