Document Manager

The Document Manager is a feature within Audit Quicker Cloud that serves as a central hub for uploading, managing, and accessing documents. It shows all documents and folders created by users within an organization, providing a comprehensive view and easy access to all necessary files.

Key Features of the Document Manager

Upload Documents:

Easily upload PDFs, images, and other supported document types to the Document Manager. This ensures that all relevant documents are stored in one central location, accessible to all users within the organization.

Manage Documents:

The Document Manager allows you to search for, delete, move, and create folders, making it easy to organize your documents. This helps maintain a structured and clutter-free workspace.

Access Documents:

You can view documents directly from the Document Manager, which opens them in the Document Markup tool. This seamless integration allows for quick transitions between managing and marking up documents.

Comprehensive View:

The Document Manager displays all documents and folders from all users within an organization, providing a complete overview and ensuring that nothing is overlooked.

How Does the Document Manager Work?

Accessing the Document Manager:

1. Web Platform: Log in to Audit Quicker Cloud and navigate to the Document Manager.
2. Excel Add-in: Open the Audit Quicker Excel add-in and access the Document Manager from within Excel.

Uploading Documents:

1. Click the +add button then add document in the Document Manager.
2. Select the PDFs, images, or other document types you want to upload.
3. The documents will be added to the Document Manager and made accessible to all auditors within your organization.

Managing Documents:

1. Search: Use the search function to quickly locate specific documents.
2. Create Folders: Click the +add button then add folder to create folder button to organize documents by project, client, or audit stage.
3. Move Documents: Select documents, right click, and choose the move option to place them in the desired folder.
4. Delete Documents: Select, right click and delete unnecessary documents to keep your workspace clutter-free.

Accessing and Viewing Documents:

1. Select a document from the Document Manager.
2. The document will open in the Document Markup tool, where you can perform extracts, apply markups, and more.

Benefits of Using the Document Manager

Centralized Management:

Keep all your documents in one place, making it easy for all team members to access and manage them. This centralization ensures that everyone is working with the most up-to-date information.

Efficient Organization:

Use folders and search functions to quickly find and organize documents. This structured approach saves time and reduces the risk of losing important files.

Seamless Integration:

Transition effortlessly between managing documents in the Document Manager and marking them up in the Document Markup tool. This integration streamlines your workflow and enhances productivity.

Step-by-Step Guide to Using the Document Manager

1. Log in to Audit Quicker Cloud: Access the Document Manager through auditquicker.com or the Excel add-in.
2. Upload Your Documents: Click the +add button then add document in the Document Manager.
3. Organize Your Documents: Use the search, create folder, move, and delete functions to organize your documents efficiently.
4. View and Edit Documents: Select a document to open it in the Document Markup tool for further editing and markup.
   1. Check out Document Markup
5. Maintain Your Workspace: Regularly review and update your Document Manager to keep it organized and clutter-free.

Audit Quicker Cloud's Document Manager is a powerful tool that enhances document management for auditors. By providing a centralized platform for uploading, managing, and accessing documents, it ensures that your auditing process is organized and efficient. Whether you're dealing with financial records, compliance documents, or performance data, the Document Manager helps you keep everything in order, allowing you to focus on the critical aspects of your audit.

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.

How do I search for a specific document in the Document Manager?

Use the search function in the Document Manager to quickly locate specific documents by name or other relevant details.

Can I view and edit documents directly from the Document Manager?

Yes, you can select a document to view it in the Document Markup tool, where you can perform extracts, apply markups, and more.