Markup Preview

Efficient data visualization and management are key components of successful auditing. Audit Quicker Cloud's Document Markup tool includes a powerful Markup Preview feature that helps auditors visualize extracted data and markups in real-time. Whether you're using the tool within the Excel Add-in or directly from the web, Markup Preview provides a comprehensive overview and offers flexible export options. Let's explore how Markup Preview can enhance your auditing process.

What is Markup Preview?

Markup Preview is a feature within Audit Quicker Cloud's Document Markup tool that provides a real-time table of all extracts and markups made on a document. This feature allows users to quickly visualize the extracted data and ensure accuracy as they work. Markup Preview is available both in the Excel Add-in and the web version of the tool.

How Does Markup Preview Work?

Using the Markup Preview feature is straightforward:

1. Access the Markup Tool: Use the Document Markup tool either from the Excel Add-in or directly from the web.
2. Make Extracts and Markups: As you perform extracts (Text, Table, Sum) and markups (Validation, Exception) on the document, the Markup Preview feature automatically creates a table of all these actions.
3. Visualize Data: The Markup Preview table provides a real-time visualization of the extracted data and markups, allowing for immediate review and verification.
4. Export Options: The Markup Preview table can be easily exported directly to Excel, downloaded as a CSV file, or copied to the clipboard for further use.

Key Benefits of Markup Preview

Real-Time Data Visualization:

Markup Preview offers real-time visualization of all extracts and markups, providing an immediate overview of your work. This helps ensure data accuracy and allows for quick adjustments if needed.

Enhanced Workflow Efficiency:

By having a comprehensive table of all extracts and markups at your fingertips, you can streamline your auditing workflow. This feature eliminates the need for manual tracking and allows for more efficient data management.

Flexible Export Options:

Markup Preview provides multiple export options to suit your needs. Whether you prefer working in Excel, need a CSV file for other software, or want to quickly copy data to the clipboard, Markup Preview has you covered.

Use Cases for Markup Preview

Financial Audits:

Quickly visualize extracted financial data and ensure that all necessary information is accurately captured and organized for analysis. Export the data to Excel for detailed financial review and reporting.

Compliance Checks:

Monitor compliance data and markups in real-time to ensure that all regulatory requirements are met. Use the export options to share data with compliance teams or regulatory bodies.

Performance Reviews:

Efficiently manage and review performance metrics, evaluation comments, and other relevant data. Export the data to Excel or CSV for comprehensive performance analysis and reporting.

Step-by-Step Guide to Using Markup Preview

1. Log in to Audit Quicker Cloud: Access the Document Markup tool through auditquicker.com or the Excel Add-in.
2. Upload Your Document: Navigate to the Document Manager to upload the document you need to work on.
3. Make Extracts and Markups: Use the Document Markup tool to perform Text, Sum, Validation, or Exception extracts and markups on the document.
4. Visualize in Markup Preview: The Markup Preview table will automatically update in real-time, displaying all extracts and markups made on the document.
5. Export the Data:
   1. To Excel: Click the export button to send the Markup Preview table directly to Excel.
   2. Download as CSV: Choose the CSV option to download the table as a CSV file.
   3. Copy to Clipboard: Use the copy option to quickly copy the table data to your clipboard for easy pasting into other applications.