Page Comparison

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

_{Accessing List Domains}

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 Opening Audit Reviews}

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

_{Creating 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. 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 Reviews}

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 User}

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).

The Client Subfolder tab opens.

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

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.

_{Adding the Audit Review record}

Log in to Docupace using the Auditor user role.

To view documents, go to Retrieve > Client.

_{Launching Opening Client in Retrieve}

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

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

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

_{Accessing List Domains}

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}

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.

_{Disabling the Audit Review and removing a user}