Content Comparison

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

_{Accessing List Domains}

To open the Audit Reviews domain, look search for the Audit Reviews domain (a) (via Domain Id or Name) and then open the Audit Reviewsdomain (b).

_{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 is displayed in the Audit Reviews domain.

_{Adding a User}

Log in to Docupace using the Auditor user role.

To view documents, go to Retrieve > Client.

_{Opening Client in Retrieve}

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

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

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

_{Accessing List Domains}

To open the Audit Reviews domain, look search for the Audit Reviews domain (a) (via Domain Id or Name) and then open the Audit Reviews domain (b).

_{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}