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Overview
Many of the forms in the IT Audit Machine automatically produce certain reports or documents upon submission and some when they are updated. These documents will be found in the My Documents area of the tool.
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The My Documents view shows the documents produced by the forms and modules to which you have access. If you are not seeing a document you expected, contact customer support.
Downloading Documents
Each document is represented by a blue bar. Clicking on a bar will prompt a warning about downloading the information to your local computer. Clicking on I Accept will initiate a download. Clicking on Cancel will abort the action and no information will be downloaded.
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Some forms also have one or more Preview Reports available. If so they will be listed under the main document. They can be downloaded by clicking on the name of the file.
Deleting Documents
If you no longer need a document generated by a form, they can be removed from the list by deleting them. To delete a document simply click on the Delete link on the right side of the blue bar representing the document you wish to delete. Once you click on the Delete link it prompt you to confirm that you really want to delete the document.
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In this section we explored the My Documents page and its capabilities and the other data you can access from it. In the next section we’ll look closer at Form Data Entry and how you can enter and edit data on a format the My Reports tool and how to view the Reports which have been made available to you.
[Previous Topic ← Form EntriesFile Manager] | [Next Topic → Form Data EntryMy Reports]
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