Create an Audit Profile

Admins can add documents to the cart from the grid and create audit profiles using the Create Audit Profile option.

To create an audit profile, 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 Create Audit Profile option.

   

3. The Create Audit Profile popup opens.
4. On the Create Audit Profile form, create an audit by adding the necessary by following the instructions.