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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). | Image ModifiedAccessing 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). | Image AddedOpening Audit Reviews |
To create a new Audit Review request, click New Audit Reviews. | Image ModifiedCreating 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. Enter a user group to assign the Audit Review to. Is Active.
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| Image AddedProviding details for Audit Reviews |
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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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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. | Image AddedAdding a User |
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Enabling Auditing Documents
To enable auditing documents:
Rw ui steps macro |
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 |
In Client Subfolder / or Client Documents (1), select the preferred record, and then click Details (2). Image RemovedLaunching The Client Subfolder tab opens. | Image AddedOpening Details for Client Subfolder or Client Documents |
Go to To add the Audit Review tab (1) and then click Add (2). | Image RemovedAdding the Audit Review Record |
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To assign the Audit Review record to a Client Subfolder/Client Document, click Audit Review Set Up. | Image RemovedAssigning the Audit Review record to a Client Subfolder/Client Document |
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 |
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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. |
| Image Removed Image AddedSaving Adding the Audit Review record |
Enabling Auditor Access
To enable Auditor Access:
Rw ui steps macro |
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To enable Auditor Access: Log in to Docupace using the Auditor user role. |
Search for all documents: Go To view documents, go to Retrieve > Client. | Image AddedOpening Client in Retrieve |
Go to Client Subfolder or Client Documents .Select Search to get results of all “flagged” documents. Image RemovedSearching and view all the documents for the auditing process. | Image AddedOpening Client Subfolder or Client Documents to view 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:
Rw ui steps macro |
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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. Image RemovedDisabling the Audit ReviewDomains (2). | Image AddedAccessing List Domains |
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). | Image AddedOpening 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. | Image AddedDisabling the Audit Review and removing a user |
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Changing the Auditor Password
Change the Auditor password after the auditing process is complete.
Rw ui steps macro |
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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 > your Account (a) > Settings (b). | Image AddedOpening Settings in user’s account |
In the User Profile section, click Change Password. | Image Removed Image AddedChanging Password to reuse it in the future |
Provide a new password and click Change. | Image AddedProviding a new Password |
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