Linking proof to a request
Roles and permissions
The following roles can link proof to a request:
Administrators
Compliance managers
Users
Proof can be manually uploaded or linked or via a label.
A single piece of proof can be linked to multiple labels, as that evidence may apply to different requests in your audit. Labels also make reusing proof across requests nearly effortless. For information on reusing proof with labels, refer to Reusing proof.
Linking proof to a request manually
From the left menu, select Audits.
Select your audit.
Select the Requests tab.
Select the request you want to link proof to.
In the right pane, scroll to Proof.
Linking proof to a request from a label
From the left menu, select Audits.
Select your audit.
Select the Requests tab.
Select the request you want to link proof to.
Click Link label.
Select the checkbox next to the label you want to link.
Click Confirm.
The label is linked to the request.
Changing a proof version on a request
If you submitted proof to your auditor and the auditor requests a different version, you can select that version via the request. To use this feature, the request must be in the Submitted to auditor status.
From the left menu, select Audits.
Select your audit.
Select the Requests tab.
Select the request with the versioned proof.
From the right pane, scroll to the Proof section.
Open the proof.
The Proof previewer opens.
Click the version link.
Select the drop-down menu, and then click the version of proof you want to submit.
Click Provide this version.
The version you selected is submitted to your auditor.
Note
Audit managers have access to the other version of the proof.