Suralink

The first step in using the platform is logging in with your unique credentials.
You should have received an email invitation to create your password and
access your account.

To log in to your account:
1. Navigate to CTBK’s Suralink login page.
2. Enter your email address and password.
3. Click “Sign In”.

Troubleshooting
– Forgot your password? Click the Forgot your password? Link on the
login page to reset it.
– Didn’t receive an invitation? Check your spam or junk folder. If you
still cannot find it, please reach out to your engagement team directly to
have it resent.

a. Engagement Controls
b. Engagement Overview
c. Multi-Select Tools and
Filtering Options
d. Request List
e. Request Detail Pane

The Engagement Overview provides a high-level summary of the status of all requests for a given engagement. Each component of the overview is an interactive tile, allowing you to navigate directly to the specific request for more detailed information. This view is designed to give you a quick, actionable understanding of the overall progress and current state of the engagement.

Multi-Select Tools & Filtering Options enable you to take bulk actions on your requests, saving time and effort. Select multiple requests at once to easily change their status, download associated files, or assign them to a team member with a single click. Our advanced filtering options also let you quickly narrow your view to find exactly the requests you need to act on.

Your Request List is the single source of truth for all pending requests and documents. This dynamic list shows you a clear overview of every item our team needs, and it’s fully integrated with our secure file portal. You can view, track, and upload documents directly from this page, making it simple to complete requests and stay on top of your submissions.

The Request Detail Pane gives you a complete view of any selected request. This is your command center for managing specific items—from accessing request details and associated files to communicating directly with CTBK via a dedicated comments section. This pane also provides a full history of the request, so you always know its status and who’s taken action on it.

Firm Files are documents CTBK provides to you directly within the platform. These aren’t just for your records; they’re essential tools designed to help you complete your requests efficiently. They may include templates for you to fill out, lists for you to reference, or other critical documents.

To access these files, simply look for the blue “Firm provided (x) files” link on a request. Clicking this link will allow you to instantly download the documents you need to get the job done.

Client Files are the documents you provide to CTBK for a specific request. This feature streamlines the submission process, ensuring all your documents are securely attached and easily accessible to CTBK.

There are two simple ways to upload your files:

Drag and drop: Drag your files directly onto the request tile or into the Detail Pane.
Browse and upload: Click the upload area on either the request tile or in the Detail Pane to select files from your computer.

The Comments and History section provides a complete and transparent record of a request. You’ll find a detailed history logging every action taken—from its creation to file uploads and status changes.

Once uploaded, your documents are permanently linked to that request for the duration of the engagement, giving your firm immediate access for testing and review.

The color-coded request statuses give you a clear, at-a-glance view of a request’s progress. As you upload documents, the status automatically updates from Outstanding (light blue) to Fulfilled (yellow) and is marked with an exclamation point, so you and CTBK can track progress immediately.

After CTBK reviews the documents, we’ll update the status to Accepted (green) with a check mark, or Rejected (red) with an “x”, keeping you informed every step of the way. All status changes are viewable in the Detail Pane.