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Markup Documents

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In the fast-paced world of auditing, efficiency and accuracy are paramount. Audit Quicker Cloud's Document Markup tool is here to revolutionize the way auditors work. Whether you're pulling information from PDFs, images, or Excel spreadsheets, this powerful tool streamlines the process, saving you valuable time and effort. Let's dive into the five main features that make the Document Markup tool indispensable for auditors.

Text Extract

Text Extract allows auditors to extract text from various documents directly into a cell in Excel. This feature is particularly useful when dealing with large amounts of data that need to be transferred quickly and accurately.

How It Works:

  1. Select the document (PDF or image) from which you want to extract text.
  2. Use the Text Extract tool to highlight the specific text.
  3. The highlighted text is then transferred directly into the chosen cell in your Excel spreadsheet.

Benefits:

  • Saves time by automating text extraction.
  • Reduces errors associated with manual data entry.
  • Enhances productivity by allowing for quick reference and analysis.

Learn more here: Text Extract

Table Extract

Table Extract is designed to handle tabular data from documents, allowing auditors to extract entire tables directly into Excel. This feature is perfect for documents containing multiple tables with a similar structure.

How It Works:

  1. Open the document containing the table you wish to extract.
  2. Highlight the table using the Table Extract tool.
  3. Click to add row and column dividers

Benefits:

  • Efficiently handles large volumes of tabular data.
  • Maintains the integrity and structure of the original table.
  • Ideal for repetitive tasks involving similar tables.

Learn more here: Table Extract

Sum Extract

Sum Extract simplifies the process of extracting numerical data from documents and summing them directly in an Excel cell. This is a powerful feature for financial audits and any task requiring numerical aggregation.

How It Works:

  1. Select the Sum Extract tool
  2. Highlight the numbers you want to sum in your document.
  3. The tool will calculate the sum and display it in the selected Excel cell.

Benefits:

  • Automates the summation of numerical data.
  • Reduces the risk of calculation errors.
  • Speeds up the auditing process by providing quick results.

Learn more here: Sum Extract

Validation Markup

Validation Markup allows auditors to mark data in documents as correct based on their personal judgment. This feature is essential for maintaining accuracy and accountability in the auditing process.

How It Works:

  1. Review the data in the document.
  2. Use the Validation Markup tool to indicate that the data is accurate.
  3. The marked data is then referenced in your Excel spreadsheet for easy tracking.

Benefits:

  • Enhances data accuracy and reliability.
  • Provides a clear audit trail for reviewed data.
  • Facilitates accountability and thoroughness in audits.

Learn more here: Validation Markup

Exception Markup

Exception Markup is used to indicate that certain data in a document does not meet validation standards based on the auditor's judgment. This tool is crucial for identifying and flagging discrepancies during an audit.

How It Works:

  1. Identify the data that does not meet validation criteria.
  2. Use the Exception Markup tool to mark this data.
  3. The flagged data is recorded in your Excel spreadsheet for further review.

Benefits:

  • Helps identify and manage discrepancies.
  • Ensures thoroughness in the auditing process.
  • Provides a clear record of issues that need resolution.

Learn more here: Exception Markup