Contents

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 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 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.

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.

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.

To complete the deletion click on OK and the file will be deleting. If you clicked on the link on accident or changed your mind, click on the Cancel button and the action will be canceled.

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 form.

[Previous Topic ← Form Entries] | [Next Topic → Form Data Entry]