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Creating Auditor Access

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

Creating Audit Review

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Rw ui steps macro

Rw step

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

_{Accessing List Domains}

Rw step

To launch open the Audit Reviews domain, perform the following actions:a. Look search for the Audit Reviews domain by(a) (via Domain Id (501) or Name() and then open Audit Reviews).b. Launch the Audit Reviews domain (b).

Launching the Audit Reviews domain in List Domains

_{Launching Opening Audit Reviews}

Rw step

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

_{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. Provide 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

_{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 appears is displayed in the Audit Reviews domain.

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

_{Adding a User}

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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

To add 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.

_{Adding the Audit Review record}

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Rw ui steps macro

Rw step

Log in to Docupace using the Auditor user role.

Rw step

To view documents, go to Retrieve > Client.

_{Launching Opening Client in Retrieve}

Rw step

Go to Client Subfolder or Client Documents and view all the “flagged” documents for the auditing process.

Launching Client Subfolder or Client Documents to view flagged documents

_{Launching Opening Client Subfolder or Client Documents to view “flagged” documents}

Disabling Audit (Upon Completion)

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Rw ui steps macro

Rw step

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

_{Accessing List Domains}

Rw step

To launch open the Audit Reviews domain, perform the following actions:a. Look search for the Audit Reviews domain by(a) (via Domain Id (501) or Name(Audit Reviews).b. Launch ) and then open the Audit Reviews domain (b).

_{Launching Opening Audit Reviews}

Go toAdministration > 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

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}

Rw step

In Details, perform the following actions:

Is Active. From the list, select No to disable the Audit Review.

rw-

_{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

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 23

New Version Current

Key

Creating Auditor Access

Creating Audit Review

Disabling Audit (Upon Completion)

Changing the Auditor Password