How-To Guides
Step-by-step guides for the most common tasks.
| Task | Guide |
|---|---|
| Create an engagement and choose the audit form | Start an Engagement |
| Upload documents, add notes, and work through a stage | Work a Section |
| Read findings, edit recommendations, and add new actions | Add & Manage Findings |
| Select text, leave comments, and resolve them | Use Feedback & Comments |
| Sign off the report and download the PDF | Sign Off & Export |
| Create, find, and avoid duplicate dealership records | Manage Dealerships |