Getting Started
Getting to Know AuditDashboard
Frequently Asked Questions
- Electronic Signatures FAQ
- Notifications and Workflow FAQ
- Requests and Request Documents FAQ
- Login and Registration FAQ
- Security and Availability FAQ
- User and Client Management FAQ
Engagements
Engagement Setup
Engagement Management
- Create a blank engagement
- Create an engagement based on an existing template
- Creating Templates
- Duplicate an existing engagement (Roll an engagement forward)
- Editing Engagements
- Enforcing Consistency When Creating Engagements
Working With Requests
- Adding Requests to An Engagement
- Assign users to a request
- Create a New Request
- Delete a document or file attached to a request
- Deleting a Request
- Downloading Files
Other
User Access & Security
Security
- Setting up Enforced Multi-Factor Authentication
- What Happens If I Lose My Device Required for 2-factor Authentication (2FA)?
- Changing or Disabling 2-Factor Authentication
- Setting Up 2-Factor Authentication
- AuditDashboard's Security Statement
- End-user Policy and Responsibilities
System Administration
- Adding Firm (Professional) Users
- Editing Your Profile
- Advanced Permissions
- Firm Divisions
- Firm Offices
- Client Users and Adding / Editing Companies