India Audit Lens
Manage the document vault, expiry, and policies
Document-vault orientation. Filenames, folders, clients, upload dates, counts, storage values, and account controls are masked. Preview document pixels separately before sharing or changing visibility.
By India Audit Lens product team · Updated 2026-07-17
Find and organise documents
Open Documents and search by authorised name/client/tag; use All/Starred and filters. Click New Folder, name it and choose Root/parent. Move/rename/delete only with permission; confirm contents before deleting a non-empty folder. Click a document for PDF preview, metadata, notes/tags and version history; other formats require download.
Upload/version a document
Click Upload and stage supported PDF/Word/Excel/image files within the displayed size limit. Choose category or reviewed Auto-detect, client, engagement, folder, tags, visibility and expiry where offered. For a duplicate/replacement, choose the proper new-version path instead of creating an untraceable parallel document. Upload, verify metadata/permissions and inspect the stored file.
Monitor activity, expiry, completeness, and policies
Open Recent Activity for actor/action/time and navigate to the record. Open Expiry Alerts for expired/30-day items; renew/replace and preserve version history. Open Completeness for engagement/category gaps, then request/upload and refresh. No Checklist means no completeness basis exists. In Policies & SOPs, eligible owners maintain type/version/effective/published/archived state; users open the exact version and click Acknowledge only after reading it.
Documents vault with navigation, search, folders, categories, client scope, and document list.
Document-vault orientation. Filenames, folders, clients, upload dates, counts, storage values, and account controls are masked. Preview document pixels separately before sharing or changing visibility.
Expected result
Files are correctly scoped/versioned and accessible only to intended users; activity/expiry gaps are worked; completeness has a real checklist basis; and policy acknowledgements identify the version actually read.