Content Management

Content is updated on a regular basis to incorporate new standards by various authors. Audit has a number of valuable tools designed to help manage the content of work programs and checklists. These tools can be used in combinations to keep the content up-to-date in the master template.

Your firm can also set document properties and template version specifications to indicate that new versions of documents have been created, that the content of existing documents has changed, or that mapping and grouping structures have changed. The client file Update process uses these properties and specifications to update client files.

How Do I?

• Highlighting procedures
• Updating Procedures in the Master Template Only
• Checking procedures status
• Specifying document updates for client files
• Specifying mapping and grouping structure updates for client files

More Info

• Managing the Content
• Check for Updates - Firm Master
• Firm Update Options
• Client File Updates

Reference

• Additional Document Library content
• Summary of Update Methods