Quick Audit Multiple Files
7 steps
22 seconds
1
Click the "Document Lists" tab.
How you set your "Sticky Filters" will already pre-filter the quick audit to just files in these filters with document pending review
2
Click "pending review" to filter to only files with at least one document pending review
3
Click "Quick Audit"
4
Navigate to the different files included in the preset filters in this section
5
Navigate to the different documents within the selected file in this section
6
Select to approve or reject the document
After all documents currently in pending review for that specific file you will see a pop-up option to send a recap email. You can either send or skip as desired.
7
Click "Skip"
Repeat steps until all files have been reviewed within quick audit
Quick Audit Multiple Files
7 steps
22 seconds
1
Click the "Document Lists" tab.
How you set your "Sticky Filters" will already pre-filter the quick audit to just files in these filters with document pending review
2
Click "pending review" to filter to only files with at least one document pending review
3
Click "Quick Audit"
4
Navigate to the different files included in the preset filters in this section
5
Navigate to the different documents within the selected file in this section
6
Select to approve or reject the document
After all documents currently in pending review for that specific file you will see a pop-up option to send a recap email. You can either send or skip as desired.
7
Click "Skip"
Repeat steps until all files have been reviewed within quick audit
