How can I add a form to an audit?

In this section, we will show you how to attach a form to an audit.

To add a form to an audit, click on Due Diligence.Screenshot 2024-11-15 at 12.55.25

Click on the document icon under Actions to open the audit.Screenshot 2024-11-15 at 13.01.13Click on the +.Screenshot 2024-11-15 at 13.07.10

Select the form that you would like to attach to the audit. Forms can be added and edited in the form management.Screenshot 2024-11-15 at 13.07.52