Audits
When you have reviewed the application, you can assign an auditor and assign the application to be audited.
Assign an Auditor to an Application
1. Select the profile you want to send to audit. Click the company application in this example, "Beige Lotus", to open up the application to review it.
2. After you have reviewed the application, you can click "Assign auditor" to assign an auditor to the application. You also have the possibility to "Send back for follow-up" if you want to send it back to the client if they need to edit or they are missing anything, such as documents.
3. Make sure to select "Audit type", "Company" and "Auditor" before you click "Assign auditor".
4. Now you can see that the application is "in audit". You can always change the auditor or cancel the application if you click the 3 dots.
If you have questions or require further assistance with Audits, please don't hesitate to contact our support team via the chat function in the bottom right corner 💜.
We are here to help you navigate the Audit feature.