Page Comparison

...

Table of Contents

minLevel	2
outline	true
style	disk
separator	flat

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:

Rw ui steps macro

...

Rw step

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

Image Modified

_{Accessing List Domains}

Rw step

...

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

Image Added

_{Opening Audit Reviews}

Rw step

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

Image Modified

_{Creating New Audit Reviews}

Rw step

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.

...

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

Providing details for Audit Review. Filling out

Image Added

_{Providing details for Audit Reviews}

Rw step

To

...

_{Adding a User}

Rw step

...

add a User:

a. In the User section, click Quick Select.

b. From the User list, select the preferred

...

user.

...

_{Selecting a User}

Rw step

...

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

...

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

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

Image Added

_{Adding a User}

Enabling Auditing Documents

To enable auditing documents:

Rw ui steps macro

To enable auditing documents:

Rw step

To enable an Auditor Access, go to Retrieve (1) > Client (2). This will retrieve a Client Subfolder or Individual Client Document.

_{Enabling Auditor Access}

Rw step

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

The Client Subfolder tab opens.

Image Removed Launching Details for Client Subfolder or Client Documents

Image Added

_{Launching Opening Details for Client Subfolder or Client Documents}

Rw step

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

Image Removed

_{Adding the Audit Review Record}

Rw step

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

Image Removed

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

Rw step

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.

Image Added

_{Saving Adding the Audit Review record}

Enabling Auditor Access

To enable Auditor Access:

Rw ui steps macro

Rw step

Log in to Docupace using the Auditor user role.

Rw step

Search for all documents:

Go

To view documents, go to Retrieve > Client.

Image Added

_{Opening Client in Retrieve}

Rw step

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.

Launching Client Subfolder or Client Documents to view flagged documents

Image Added

_{Opening Client Subfolder or Client Documents to view documents}

Disabling Audit (Upon Completion)

...

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
Rw step
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 Removed
_{Disabling the Audit Review}
rw-
Domains (2).
Image Added
_{Accessing List Domains}
Rw step
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 Added
_{Opening Audit Reviews}
Rw step
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 Added
_{Disabling the Audit Review and removing a user}

Changing the Auditor Password

Change the Auditor password after the auditing process is complete.

Rw ui steps macro

rw-step

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

Rw step

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

Image Added

_{Opening Settings in user’s account}

Rw step

In the User Profile section, click Change Password.

Image Removed Changing Password to reuse it in the future

Image Added

_{Changing Password to reuse it in the future}

Rw step

Provide a new password and click Change.

Image Added

_{Providing a new Password}

Versions Compared

Old Version 20

New Version Current

Key

Creating Auditor Access

Creating Audit Review

Enabling Auditing Documents

Enabling Auditor Access

Disabling Audit (Upon Completion)

Changing the Auditor Password