> For the complete documentation index, see [llms.txt](https://engyon.gitbook.io/engyon/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://engyon.gitbook.io/engyon/training/training-english/module-3-sources.md).

# Module 3: Sources

Engyon includes built-in `PBC` functionality, allowing clients to provide requested source documents directly within the platform. The methodology package contains standard document requests that are linked to procedures, ensuring that the right documents are shown alongside the relevant procedures.

Document requests can be published so that client users can view them in the application and upload the required documents.

In this module, we will publish a document request, upload the requested document, and index the source so that its content can be searched.

> In this module, no distinction is made between the different roles. All roles can perform the actions described in this module.

1. Navigate to `Sources` using the navigation menu on the left-hand side of the screen.
2. Within `Sources`, there is a distinction between `Provided by Client` and `Audit Documentation`.
   * `Provided by Client` refers to sources that are linked to a document request and may have been provided by the client. These sources cannot be edited.
   * `Audit Documentation` refers to sources that can be dragged directly onto an activity to support your explanation. These sources can be edited. This will be covered in more detail later.
3. Publish a selected source request so that a document can be uploaded to it. To do this, click the `Status` <img src="/files/FtmsLOpG9ZO6u13bLF2V" alt="" data-size="line">bar of the document request and then click the `Publish` <img src="/files/tqZCz7SQNQ1Yik7hsULR" alt="" data-size="line">button that appears.

   After publishing the document request, it will be visible to client users and documents can be uploaded.
4. It is also possible to publish multiple document requests at once. To do this, click a phase on the left-hand side of the screen and then click the<img src="/files/GxvfqF3QWBCvD8YbuSix" alt="" data-size="line"> `Publish file Requests` button in the top-right corner.
5. If prompted, confirm that you want to publish all document requests in the selected phase.

### Searching and Uploading Sources

6. All sources can be searched by clicking the search<img src="/files/qfFfopeEFxAFR1zSzGzO" alt="" data-size="line"> icon in the top and searching for the relevant document request or document in the search field.
7. Find a document request from the available sources (see below) and slide this to the right request. , such as `Signed Annual Report` , `Signed Engagement Letter` or `IT Landscape` Make sure the document request has been published before uploading the source and upload at least 3 of the documents.

   > If a document request needs to be edited, marked as not applicable, or deleted, click the three vertical dots<img src="/files/4yXb1cU5BQjaiGyxNVn3" alt="" data-size="line">.
8. Click the title of the source you have uploaded to view the source details or delete the source.

   > **Note:** A source cannot be deleted if it is linked to a procedure step that has been completed. To delete the source, the procedure step must first be moved back to `In Progress`. Read more about procedure statuses in the training documentation.

{% file src="/files/ry2iKvlLLPVjxb5szPRu" %}

{% file src="/files/gtkrTXtTgpNsYF2MjJns" %}

{% file src="/files/91x3T2wJQmD8OAr6H6mN" %}

{% file src="/files/4odhv8D1bNqmysP6LtUg" %}

{% file src="/files/qfJY6YecT7BV68Vnx5u1" %}

{% file src="/files/hCqCG2bqz6AwyNJSqswP" %}

{% file src="/files/gkw2UkhLIdnwr59Rpbcj" %}

{% file src="/files/ckNcRUk0HzR5oflMoiYC" %}

### Linked Document Requests within Procedures

10. Navigate to `Procedures` using the navigation menu on the left-hand side of the screen.
11. Select the procedure `Knowledge of the entity and its environment` from the column on the left![](/files/eAdsmykAXpLdNnHxmy1F).
12. Within a procedure, you can see per procedure step whether standard reource requests have been linked to that specific step<img src="/files/8QcSS2b3MAHOCJFEMNMU" alt="" data-size="line">.
13. Click the procedure step `Organisational structure, ownership and governance` to open it.
14. In the new screen, go to the `Sources` tab in the top-right corner.
15. If the document requests have not yet been published, publish the document request by clicking the `Status` bar and then clicking the `Publish` button.
16. Request another document by clicking the add<img src="/files/iu2oTvjBIRAw0nwCye6d" alt="" data-size="line">  button.
17. The document request will automatically be linked to the correct procedure. Add a name and click `Save`.
18. Navigate back to `Sources` using the navigation menu on the left-hand side of the screen.