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Audit files Set up an auditor's checklist once, then generate one PDF of the evidence for the people they name. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. Filing documents from the inbox Upload scanned documents to an inbox, split or merge them, and file each one under the people it belongs to. Filing, stamps and document workflows Why documents pass through an inbox before they are filed, how stamps record each step a document goes through, and ways to divide the work. Finding your way around Learn the sidebar menu, the person search and the add menu in the header, so you can get to any screen quickly. Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. A person's profile and tabs Read a person's header, move between their tabs, and update their name, photo, phone numbers, emails and addresses. Who is due: the Compliance list Find which employees are overdue or due soon, filter and group the list, and record contact about a requirement.