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  3. Share Audit Preview

Share Audit Preview

You are able to share the Audit before you assign it to anyone .

This can be used for when you want to make sure the Audit is correct and includes all the right information before assigning it to a auditor to be conducted

In order to do this simply follow the steps below:

  1. Navigate to the Templates List.
  2. Select the Action button beside the Template you wish to share.
  3. Select Email Preview from the Dropdown.
  4. Either enter in a email or select an email from the company List.
  5. You can also enter in a custom message to go along with the email if you wish to do so.
  6. Select Send.

The email has now been sent with a preview of how the Audit will look.

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