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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.
In this section of the User Guide, we’ll look at the My Documents page and the types of information which that can be found there.
My Documents View
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The My Documents page is accessed by clicking on the related icon which is located in the second fourth position from the left in the main menu. As soon as you access the My Documents page in ITAM you will see the available documents.
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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 it can be removed from the list by deleting themit. 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 will prompt you to confirm that you really want to delete the document, though the actual prompt will be dependent on your browser.
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To complete the deletion, click on OK and the file will be deletingdeleted. If you clicked on the link on by accident or changed your mind, click on the Cancel button and the action will be canceled.
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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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