Executive summary. Locate and organize the documents an audit response needs.
Definition
The Document Vault is the Attergo Audit area for reviewing documents associated with audit work.
Who this is for
Audit coordinators and reviewers assembling a response.
How to begin
Open Audit, select Document Vault, then search or filter to the record you need. Open the document and confirm it is relevant before it joins a response package.
Complete the workflow
Keep explanatory notes separate from source documents, and follow your document-handling policy before sharing any record.
Frequently asked questions
Should every document be added to a response package?
No. Include only what is responsive to the request and permitted for the intended disclosure.
Referenced standards and further reading
- Attergo product guide ↗Attergo