Introduction

Auditor access Access allows individuals users with Auditor Access the appropriate rights to see items that are deemed necessary for auditing purposes.

Managing Auditor Access

Providing users with Auditor Access is a complex process that consists of the following levels:

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Creating Auditor Access

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Creating Audit Review

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Enabling Auditing Documents

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Accessing Auditor Account

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Table of Contents

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Creating Auditor Access

Request UserID in DocupaceYou can request the Auditor Access rights at Docupace Support.

Creating Audit Review

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To create an Audit Review:

Rw ui steps macro

Rw step

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

_{Accessing List Domains}

Rw step

Search for (1To open the Audit Reviews domain, search for the Audit Reviews domain (a) (via Domain Id or Name) and then open the Audit Reviewsdomain (ID 501b).

Image Removed Launching the Audit Reviews domain in List Domains

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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, set Name, Start Date, and Is Active.

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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

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_{Providing details for Audit Reviews}

Rw step

To add a User:

a. In the User, add a User that has been created before.

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Adding User

Rw step

To complete the Auditor Review setup, click Save.

Image RemovedSaving information for Auditor Review setup completion

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 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.

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_{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

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_{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.

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_{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

To view documents, go to Retrieve > Client.

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_{Opening Client in Retrieve}

Rw step

Go to Client Subfolder or Client Documents 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)

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

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

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_{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).

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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.

Rw step

In the upper-right corner, go to 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.

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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}

Version	Old Version 3	New Version Current
Changes made by	Nataliia Plakhtii (Deactivated)	Nataliia Plakhtii (Deactivated)
Saved on	Nov 18, 2020	Feb 16, 2021

Versions Compared

Key

Introduction

Managing Auditor Access

Creating Auditor Access

Creating Audit Review

Enabling Auditing Documents

Enabling Auditor Access

Disabling Audit (Upon Completion)

Changing the Auditor Password

Page Comparison

Versions Compared

Key

Introduction

Managing Auditor Access

Creating Auditor Access

Creating Audit Review

Enabling Auditing Documents

Enabling Auditor Access

Disabling Audit (Upon Completion)

Changing the Auditor Password