Configure Content

Besides adding documents for the current audit profile from the General Information step, you can also configure the content for the auditors using Configure Content from the Auditors step.

Note: This feature is enabled only if you choose Add documents to pool on demand basis option disabled when you choose Selected Audits from the General Information step.
Follow the steps below to configure content:
  1. Select the user/group from the list of auditors.
  2. Click the Configure Content icon located to the extreme right of the menu bar. A popup appears displaying the options as shown in the screenshot below:

  3. Click the required option to configure the content for the selected audit user/group.

    Follow the steps below to configure Document Types:

    1. Click Select . The Select Document Types window opens.
    2. Click the arrow next to the document type to navigate to the sub-types and select the checkbox next to the required document type.
    3. Click Select at the bottom of the window. Refer to the screenshot below:

    4. Besides, you can also click the textbox and select the document types from the dropdown that appears. Refer to the screenshot below:

    Follow the steps below to configure Investigative Sites:

    1. Click Select . The Select Investigative Sites window opens.
    2. Select the checkbox next to the required investigative sites. The selected sites get highlighted.
    3. Click Select. Refer to the screenshot below:

Follow the steps below to configure folders:

Selected Documents - Select Folders

If selected, documents for audit will be selected from the chosen folders.

  1. Click Select . The Select Investigative Sites window opens.
  2. Select the checkbox next to the required investigative sites. The selected sites get highlighted.
  3. Click Select. Refer to the screenshot below: