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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:

Rw ui steps macro

To create an Audit Review:

Rw step

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

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_{Accessing List Domains}

Rw step

To

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open the Audit Reviews domain,

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search for the Audit Reviews domain

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(a) (via Domain Id

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or Name

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) and then open Audit Reviews

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(b).	Image Modified

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_{Opening Audit Reviews}

Rw step

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

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_{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.

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

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, select Yes to enable the Audit Review

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.

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Providing details for Audit Review. Filling out

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_{Providing details for Audit Reviews}

Rw step

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

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is displayed in the Audit Reviews domain.

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

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_{Adding a User}

Enabling Auditing Documents

To enable auditing documents:

Rw ui steps macro

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.

Launching Details for Client Subfolder or Client Documents

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

Rw step

In the Details section, and then click Add (2).

_{Adding the Audit Review Record}

Rw step

To assign To add 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}

Rw step

To save 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
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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_{Saving Adding the Audit Review record}

Enabling Auditor Access

To enable Auditor Access:

Rw ui steps macro

To enable Auditor Access:

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.

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_{Opening Client in Retrieve}

Rw step

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

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:
stepDisable the Audit Review and remove a user:
rw-ui-steps-
macro
Rw step
Go to Administration (1) > List Domains (2).
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_{Accessing 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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_{Disabling the Audit Review}
rw-
_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).
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_{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.
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_{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).

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_{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

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_{Changing Password to reuse it in the future}

Rw step

Provide a new password and click Change.

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_{Providing a new Password}

Versions Compared

Old Version 22

New Version Current

Key

Creating Auditor Access

Creating Audit Review

Enabling Auditing Documents

Enabling Auditor Access

Disabling Audit (Upon Completion)

Changing the Auditor Password