Go to Administration (1) > List Domains (2).

_{Accessing List Domains}

In Name (2), enter “Audit Reviews,” then open the Audit Reviews domain (ID 501).

_{Launching 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.

• Start Date. Set a starting date for the request processing.

• Is Active. Select “Yes” from the list.

_{Providing details for Audit Reviews}

To open a User list, go to User (1) and then click Add (2).

_{Adding a User}

From a User list, select the preferred User.

_{Selecting a User}

To complete the Auditor Review setup, click Save.

_{Saving information for Auditor Review setup completion}

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 / Client Documents (1), select the preferred record, and then click Details (2).

_{Launching Details for Client Subfolder or Client Documents}

Go to the Audit Review tab (1) and then click Add (2).

_{Adding the Audit Review Record}

To assign the Audit Review record to a Client Subfolder/Client Document, click Audit Review Set Up.

_{Assigning the Audit Review record to a Client Subfolder/Client Document}

To save the Audit Review record, click Save and Close.

_{Saving the Audit Review record}

Log in to Docupace using the Auditor user role.

Search for all documents:

1. Go to Retrieve > Client.

2. Go to Client Subfolder or Client Documents.

3. Select Search to get results of all “flagged” documents.

_{Searching documents}

Disable the Audit Review and remove a user:

1. Go toAdministration > List Domain > Audit Reviews.

2. Go to the User tab.

3. Select a checkbox next to a User.

4. Change Is Active to “No.”

5. To remove a User, click Remove.

_{Disabling the Audit Review}

Log in to Docupace with Auditor UserId. Change the Auditor password to reuse in the future.

a. In the upper-right corner, go to Auditor Name > User Settings > Change Password.

_{Changing password}