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Table of Contents

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Creating Auditor Access

You can request the Auditor Access rights from Docupace. To do so, reach out to Docupace at Docupace Support.

Creating Audit Review

To create an Audit Review:

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

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_{Accessing List Domains}

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

To open the Audit Reviews domain, search for the Audit Reviews domain (a) (via Domain Id or Name) and then open Audit Reviews (b).

Launching the Audit Reviews domain in List Domains

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_{Opening Audit Reviews}

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To create a new Audit Review request, click New Audit Reviews.

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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. Enter a user group to assign the Audit Review to.
Is Active.

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From the list, select Yes to enable the Audit Review.

Providing details for Audit Review. Filling out

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_{Providing details for Audit Reviews}

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To

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_{Adding a User}

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add a User:

a. In the User section, click Quick Select.

b. From the User list, select the preferred

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user.

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_{Selecting a User}

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c. In the upper-right corner, click Save.

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The new Audit Review request is displayed in the Audit Reviews domain.

Adding a new user by Quick select in the User section.

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Enabling Auditing Documents

To enable auditing documents:

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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}

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

Launching Details for Client Subfolder or Client Documents

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The Client Subfolder tab opens.

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_{Opening Details for Client Subfolder or Client Documents}

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

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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 or Client Document

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

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To save the Audit Review recordrecord, 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
Tip: If you need to enable auditing other documents, repeat the flow for all the preferred Client Subfolders and Client Documents.

Image Removed Adding the Audit Review Record in the Details section.

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Enabling Auditor Access

To enable Auditor Access:

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To enable Auditor Access:

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Log in to Docupace using the Auditor user role.

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Search for all documents:

Go

To view documents, go to Retrieve > Client.

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Go to Client Subfolder or Client Documents

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

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and view all the documents for the auditing process.

Launching Client Subfolder or Client Documents to view flagged documents

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Disabling Audit (Upon Completion)

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Once the Audit Review process is complete, disable the Audit Review and remove a user. To do so, perform the following actions:

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Disable the Audit Review and remove a user:

Go to Administration (1) > List

Domain > Audit Reviews.

Go to the User tab.

Select a checkbox next to a User.

Change Is Active to “No.”

To remove a User, click Remove.

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Domains (2).

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To open the Audit Reviews domain, search for the Audit Reviews domain (a) (via Domain Id or Name) and then open the Audit Reviews domain (b).

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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.

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Changing the Auditor Password

Change the Auditor password after the auditing process is complete.

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

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In the upper-right corner, go to Auditor Name > User Settings > your Account (a) > Settings (b).

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In the User Profile section, click Change Password.

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Provide a new password and click Change.

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Version	Old Version 15	New Version Current
Changes made by	Nataliia Plakhtii	Nataliia Plakhtii
Saved on	Dec 14, 2020	Feb 16, 2021

Versions Compared

Key

Creating Auditor Access

Creating Audit Review

Enabling Auditing Documents

Enabling Auditor Access

Disabling Audit (Upon Completion)

Changing the Auditor Password