How do I manage documents included in an audit?
The Documents tab is where you manage the documents included in the audit.
Within the audit record, select the Documents tab.
To add documents to the audit, click Include Docs. A search modal opens.
Search for documents using any of the following criteria:
Search Field
Description
Doc ID
The unique identifier assigned to the document
Doc Type
The document type classification
First Name
The employee's first name
Last Name
The employee's last name
Employee Number
The employee's assigned number
Department
The department associated with the employee
Select the documents to include and confirm your selection to add them to the audit.
How do I view or modify documents included in the audit?
The Document Viewer allows you to view, edit, and interact with documents included in the audit.
Within the audit record, select the Documents tab.
Locate the document you want to view and click the View Documents icon. The Document Viewer launches.
Use the toolbar to interact with the document — view, edit, or filter as needed.
To save a copy, click Save As and follow the prompts.
Click Save to save your changes, or click Close to exit the Document Viewer without saving.
🔍 Troubleshooting Note: If the Document Viewer does not launch, confirm that the document has been successfully included in the audit via the Include Docs modal and that your role has permission to view documents.
Frequently Asked Questions
Find answers to common questions about the application.
What should I do if I have a problem with ERM?
If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please contact your organization administrator. Your organization will be able to help you access your account, and can help troubleshoot any issues you may have run into.