Efficient organization is the backbone of a successful auditing process. Audit Quicker Cloud offers a suite of powerful tools designed to help auditors manage their documents and workflows seamlessly. This overview will introduce you to the main organizational features within Audit Quicker Cloud, with a focus on the Document Manager. By utilizing these tools, you can enhance your productivity and ensure your audits are thorough and well-organized.
Document Manager
The Document Manager is a central hub within Audit Quicker Cloud where users can upload, manage, and access their documents. It provides a comprehensive view of all documents and folders created by all users within an organization. Accessible from both the Audit Quicker web platform and the Excel add-in, the Document Manager is essential for maintaining organized and efficient audit workflows.
Key Features:
- Upload Documents: Easily upload PDFs, images, and other supported document types.
- Manage Documents: Search, delete, move, and create folders to organize your documents.
- Access Documents: View and edit documents directly in the Document Markup tool.
How It Works:
- Accessing the Document Manager: Log in to Audit Quicker Cloud via the web platform or Excel add-in and navigate to the Document Manager.
- Uploading Documents: Click the upload button to add PDFs, images, or other documents. Once uploaded, documents are available for all users within your organization.
- Organizing Documents: Use the search function to quickly locate documents. Create, delete, or move documents and folders as needed to keep everything organized.
- Viewing Documents: Select a document to view it in the Document Markup tool, where you can make extracts, apply markups, and more.
Benefits:
- Centralized Management: Keep all your documents in one place, accessible to the entire team.
- Efficient Organization: Use folders and search functions to quickly find and manage documents.
- Seamless Access: Easily transition from managing documents to marking them up with the integrated Document Markup tool.
Folder Management
Effective folder management is crucial for maintaining an organized document structure. Audit Quicker Cloud's Document Manager allows users to create, delete, and rename folders, making it easy to keep documents sorted and accessible.
Key Features:
- Create Folders: Organize documents by creating folders for different projects, clients, or audit stages.
- Move Documents: Easily move documents between folders to maintain an organized structure.
- Delete Folders: Remove unnecessary folders to keep your Document Manager clutter-free.
How It Works:
- Creating Folders: In the Document Manager, click on the "+add" button, then select add folder button and name your new folder.
- Moving Documents: Select documents, right click and select the move option to place them in the desired folder.
- Deleting Folders: Select a folder and click delete to remove it. Warning: deleting a folder will delete all documents within the folder.
Benefits:
- Enhanced Organization: Keep documents sorted by project, client, or audit stage.
- Easy Navigation: Quickly find and access documents within well-organized folders.
- Clean Workspace: Maintain a clutter-free Document Manager by regularly deleting unused folders.
Document Markup Tool
The Document Markup tool is integrated with the Document Manager and provides powerful features for making extracts and applying markups to documents. This tool enhances the auditing process by allowing users to annotate documents and extract relevant data seamlessly.
Key Features:
- Make Extracts: Perform text, sum, validation, and exception extracts.
- Apply Markups: Annotate documents with validation and exception markups.
- Visualize Data: Use the Markup Preview to see all extracts and markups in a comprehensive table.
How It Works:
- Accessing the Tool: From the Document Manager, press the "view" button on a document to open it in the Document Markup tool.
- Making Extracts: Use the extraction tools to highlight and extract text, sums, and other relevant data.
- Applying Markups: Highlight data to apply validation or exception markups, helping to ensure data accuracy and flag discrepancies.
- Viewing Markups: Use the Markup Preview to visualize all extracts and markups, and export this data to Excel, download as CSV, or copy to clipboard.
Benefits:
- Streamlined Workflow: Easily transition from managing documents to marking them up.
- Accurate Data: Ensure all necessary data is extracted and validated, improving audit accuracy.
- Efficient Review: Quickly visualize and review all extracts and markups with the Markup Preview.
Audit Quicker Cloud's organizational tools, including the Document Manager, Folder Management, and Document Markup Tool, provide auditors with a comprehensive system for managing their workflows. By utilizing these features, you can enhance your productivity, maintain organized documents, and ensure the accuracy of your audits. Start using these tools today to streamline your auditing process and experience the difference in efficiency and organization.
FAQs
Can I access the Document Manager from both the web and the Excel Add-in?
Yes, the Document Manager is accessible from both the Audit Quicker web platform and the Excel Add-in, providing flexibility in how you manage your documents.
How do I upload documents to the Document Manager?
You can upload documents by clicking the upload button in the Document Manager and selecting the PDFs, images, or other supported document types you want to add.
Can I create folders to organize my documents?
Absolutely! You can create, delete, and move folders within the Document Manager to keep your documents organized.
What types of extracts can I make using the Document Markup tool?
The Document Markup tool allows you to make text extracts, sum extracts, validation markups, and exception markups.
How do I visualize extracted data and markups?
Use the Markup Preview feature to see all extracts and markups in a comprehensive table, which can be exported to Excel, downloaded as a CSV file, or copied to the clipboard.