Adding documents to an Audit

Administrator, Manager, and Editor users can add documents to the cart from the grid and include them in an existing audit by using the Add to Audit option.

To add documents to an audit, follow the steps below.

1. Add the required documents to the Documents Cart and click the arrow next to it to open the Documents Cart window.
2. On the Documents Cart window, click on the Actions dropdown and select the Add To Audit option.

   

3. On the Select Audit window, select the Audit to add documents to.
4. Click on the Select button.

   

Note: The audits displayed are those that have been created in the Quality Review module specifically to have documents added to them in this manner.