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You can request the Auditor Access rights from Docupace. To do so, reach out to at Docupace Support.
Creating Audit Review
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Go to Administration (1) > List Domains (2). |  Accessing List Domains |
To launch open the Audit Reviews domain, perform the following actions:a. Look look for the Audit Reviews domain by Domain Id (501) or Name (Audit Reviews).b. Launch a) and then open the Audit Reviews domain (b). |  Launching Opening Audit Reviews |
To create a new Audit Review request, click New Audit Reviews. |  Creating New Audit Reviews |
In Details, provide information for: Name. Enter a name for the new Audit Review request. (Optional) Start Date. Set a starting date for the request processing. Auto Assign to User. Provide a user to assign the Audit Review to. Is Active. From the list, select Yes to enable the Audit Review.
|  Providing details for Audit Reviews |
To add a User: a. In the User section, click Quick Select. b. From the User list, select the preferred user. c. In the upper-right corner, click Save. The new Audit Review request appears is displayed in the Audit Reviews domain. |  Adding a User |
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To enable an Auditor Access, go to Retrieve (1) > Client (2). This will retrieve a Client Subfolder or Individual Client Document. |  Enabling Auditor Access |
In Client Subfolder or Client Documents (1), select the preferred record, and then click Details (2). The Client Subfolder tab opens. |  Launching Opening Details for Client Subfolder or Client Documents |
To add the Audit Review record, perform the following actions: a. In the Details section, go to Audit Review. b. From Audit Review, select the preferred record. c. In the upper-right corner, click Save and Close. Tip |
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Tip: If you need to enable auditing other documents, repeat the flow for all the preferred Client Subfolders and Client Documents. |
|  Adding the Audit Review record |
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Log in to Docupace using the Auditor user role. |
To view documents, go to Retrieve > Client. |  Launching Opening Client in Retrieve |
Go to Client Subfolder or Client Documents and view all the “flagged” documents. |  Launching Opening Client Subfolder or Client Documents to view “flagged” documents |
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Go to Administration (1) > List Domains (2). |  Accessing List Domains |
To launch open the Audit Reviews domain, perform the following actions:a. Look look for the Audit Reviews domain by Domain Id (501) or Name (Audit Reviews).b. Launch a) and then open the Audit Reviews domain (b). |  Launching Opening Audit Reviews |
In Details, perform the following actions: a. From Is Active, select No to disable the Audit Review. b. In User, select a checkbox for the preferred user to remove the record. c. On the User pane, click Remove. d. Click Save and Close to save changes. |  Disabling the Audit Review and removing a user |
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In the upper-right corner, go to your Account (a) > Settings (b). |  Launching Opening Settings in user’s account |
In the User Profile section, click Change Password. |  Changing Password to reuse it in the future |
Provide a new password and click Change. |  Providing a new Password |
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