How do I add hyperlinks to access external documents?

Normally spreadsheets and documents to be included in an audit file are uploaded as attachments.

When they are to amended they are then downloaded, changed then uploaded again using replace to overwrite the original. This ensures that the copy loaded into the audit file is secure and up to date.  

Some firms, however, prefer to keep their documents and spreadsheets in Sharepoint or Google Drive to work on them collaboratively, and then these documents and spreadsheets will be only uploaded once complete to form part of the audit file.

In these cases it makes sense to add a link within the AA file to provide easy access to the files until they are ready to be uploaded into the final audit file. 

Fortunately there is an easy way to create these links using the attachments function. 

For example, say we are tracking our time/cost using a Google Drive spreadsheet and want to add a project tracking spreadsheet link into Audit Assistant onto the Strategy page: 

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Using Windows, right click on the desktop, select "new shortcut" copy and paste the URL of the spreadsheet into the shortcut. 

On MacOs, instead select the URL and drag it onto the desktop. 

Now go to the work item in Audit Assistant where you wish to add the link, select Attach File, and then browse to the desktop location and upload the shortcut (may also just drag and drop the file onto the work item). 

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Now edit the display name to show a more meaningful name for the link. 

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Then save.

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The index will display as follows:


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Clicking the link will download it, then allow the user to open in their browser. 

Remember that if the file is to form part of the final audit file (i.e.contains audit evidence) then at the end of the job the link should be replaced with the an actual copy (PDF say) of the document.  

 

 

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