---
title: "For HR staff: Audit Documents"
slug: "erm-audit-documents"
updated: 2026-05-11T22:26:30Z
published: 2026-05-11T22:26:30Z
canonical: "docs.visualvault.com/erm-audit-documents"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.visualvault.com/llms.txt
> Use this file to discover all available pages before exploring further.

# For HR staff: Audit Documents

## How do I manage documents included in an audit?

The **Documents** tab is where you manage the documents included in the audit.

![](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/2026-04-23 ERM_Audit-documents.png?sv=2026-02-06&spr=https&st=2026-10-13T12%3A59%3A13Z&se=2026-10-13T13%3A59%3A13Z&sr=c&sp=r&sig=KVWRMqHciaVAzpN%2FTzKfBVd3W%2BPVdbnbPs7Na3sVCNQ%3D)

1. Within the audit record, select the **Documents** tab.
2. To add documents to the audit, click **Include Docs**. A search modal opens.
3. 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 |
4. 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.

1. Within the audit record, select the **Documents** tab.
2. Locate the document you want to view and click the **View Documents** icon. The Document Viewer launches.
3. Use the toolbar to interact with the document — view, edit, or filter as needed.
4. To save a copy, click **Save As** and follow the prompts.
5. Click **Save** to save your changes, or click **Close** to exit the Document Viewer without saving.

> [!NOTE]
> 🔍 **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](/v1/docs/erm-faq#documents) 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.