Blast Audit

William Karkegi

English

Blast Audit helps audit teams turn source documents into usable output in Excel. The add-in is for document work. The dashboard is for workspace administration. You may still see `Copilot…

What Blast Audit Does

This article gets Blast Audit running inside Excel. In AppSource or older onboarding copy, the add-in may still be labeled `Copilot Audit`.

Install and Open the Excel Add-in

Blast Audit lets you sign in from the Excel add-in or finish setup in the dashboard. You may still see `Copilot Audit` on older sign-in screens or emails.

Create Account and Sign In

You can change the interface language in both the Blast Audit add-in and the dashboard. You may still see `Copilot Audit` in a few older labels after you switch languages.

Change Language

Before Blast Audit can review evidence, your source files must be in the add-in. Imports trigger OCR in the background, and some warnings will tell you to keep Excel open.

Upload First Documents

Blast Audit lets you capture evidence from a document and write it back into Excel. The main manual tools are `Text Snip`, `Sum Snip`, and `Table Snip`. You may still…

Use Document Viewer and Create Snips

Blast Audit can match worksheet rows against imported documents and write results into mapped output columns. In some places the UI may still say Copilot Audit or `Document Matching`.

Run First Document Matching

The Blast Audit dashboard handles workspace setup, trial flow, and the handoff back into Excel. You may still see `Copilot Audit` on some onboarding screens.

Complete Dashboard Onboarding

The `Usage dashboard` helps workspace admins see whether Blast Audit is being used and where adoption is growing. You may still see `Copilot Audit` in older labels or descriptions.

Read the Usage Dashboard

Use the dashboard to invite teammates, assign the right role, and keep seats under control. You may still see `Copilot Audit` in a few older dashboard labels.

Invite Members and Assign Roles

The `Billing` page is where owners start a trial, subscribe, manage seats, and open the Stripe customer portal. You may still see `Copilot Audit` on some billing screens.

Trial, Plan, and Billing Basics

Blast Audit support is available through Intercom in both the Excel add-in and the dashboard. You may still see `Copilot Audit` in older messenger text or prompts.

Contact Support with Intercom

Get Started

In Blast Audit, matching quality usually improves before you change any rules. A clean folder setup in `Document Organizer` gives `Document Matching` a smaller, more relevant document set to search.…

Folder Strategy for Clean Matching

If your IT blocks users from connecting SharePoint and OneDrive to Blast Audit, a Microsoft Entra admin can approve the app once for the entire firm. Read-only permissions, one link,…

Approve Blast Audit for your whole organization (Microsoft admin consent)

Blast Audit gives you three ways to scope document matching: `All documents`, `Use document folders`, and `Choose specific documents`. Picking the right one matters more than most advanced settings. You…

Choose the Right Matching Mode

The last step in `Document Matching` is where Blast Audit writes results back into Excel. Clean column mapping prevents avoidable errors like duplicate outputs, overwritten inputs, or a run that…

Map Columns Without Errors

Matching templates help Blast Audit keep the same mapping and rules across repeated jobs. In the add-in, a matching template stores your column mapping, header-row setting, document-selection mode, and matching…

Save and Reuse Matching Templates

Blast Audit can tune matching column by column. `Advanced Options` are useful when the default run is close but not quite right. They are not the first thing to reach…

Use Advanced Matching Options

`Form Extraction` in Blast Audit lets you capture repeatable fields from PDFs, preview them across multiple documents, and then `Export to Excel`. Depending on your Office host, the workflow may…

Run Form Extraction Workflow

`Version Comparison` in Blast Audit highlights text added to or removed from one document version compared with another. It is best for true version-to-version review, not for comparing unrelated files.…

Run Version Comparison Workflow

The `Agent` workspace in Blast Audit supports multiple parallel chats, so you do not need one giant thread for every question. Using tabs well makes follow-up easier and keeps workbook…

Use Agent Tabs Effectively

The `Exports` area in the dashboard lets admins queue export jobs and download the finished files later. It works like a job queue, not an instant download screen.

Use Dashboard Exports

Blast Audit groups identity setup under `Identity integrations` in the dashboard. From there, owners and admins can launch WorkOS for both `Single Sign-On` and `Directory sync`.

Configure SSO and Directory Sync

Workflows

Use this article when you want a safe first run before touching client material. The attachments at the bottom of this article are synthetic and designed for upload, OCR, `Document…

Practice with Starter Documents

Use this article when you want to practice matching without noise from live client files. The attachments at the bottom give you a safe folder-based scenario plus a broad-scope scenario…

Practice Matching with Sample Documents

Use this article when you want a repeatable `Form Extraction` test. The attached travel-claim PDFs are intentionally similar, so one template should work across all of them.

Practice Form Extraction with Sample Documents

Use this article when you want to test `Version Comparison` on a clean old-versus-new pair. The attached policy PDFs are built to make the main differences obvious.

Practice Version Comparison with Sample Documents

Use this article when you need a safe repro set for OCR issues, low-confidence matching, or invite CSV validation. The attachments at the bottom are synthetic and meant for troubleshooting…

Practice Troubleshooting with Sample Documents

Sample Files and Practice

If `Run Matching` ends with `No matches found in the documents.` or the add-in says results look uncertain, the problem is usually document scope, OCR quality, or overly strict settings.

Fix "No Matches" or Low Confidence

When `Document Matching` fails before or during a run, Blast Audit usually tells you exactly what is wrong. This article maps the most common add-in errors to the fix that…

Fix Engine and Mapping Errors

If the add-in stops you before normal work starts, the blocker usually falls into one of four buckets: lost snips, a license already active on another device, subscription access, or…

Fix Snip, License, and Access Blocks

Most invite problems in the dashboard come from seat limits, unsupported role values, or CSV formatting. This guide uses the real `Users` and `Billing` flows in Blast Audit so you…

Fix Seats and Invite CSV Errors

Blast Audit can only match and view documents reliably after OCR is complete. If OCR is interrupted or weak, you may see skipped documents, blocked previews, or low-quality matching output.

Handle Skipped Documents and OCR Risk

The fastest support tickets are the ones that let Blast Audit support reproduce the issue on the first read. This checklist is built around the actual add-in and dashboard flows…

Build a Support Escalation Packet

When a customer, IT team, or procurement reviewer asks for Blast Audit security details, the fastest path is to send them to the exact legal and admin pages that already…

Security and Privacy Quick Answers

The best Blast Audit teams do not wait for blocked runs or end-of-week cleanup. They use a short weekly routine across the add-in and dashboard to keep OCR healthy, templates…

Weekly Power-User Operating Routine

Troubleshooting and Expert

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