Blast Audit

Blast Audit aiuta i team di audit a trasformare i documenti sorgente in output utilizzabile in Excel. L'add-in serve per il lavoro sui documenti. Il dashboard serve per l'amministrazione del…

Cosa fa Blast Audit

Questo articolo serve per avviare Blast Audit dentro Excel. In AppSource o in vecchi testi di onboarding, l'add-in può ancora chiamarsi Copilot Audit.

Installare e aprire l'add-in Excel

Blast Audit permette di accedere dall'add-in Excel o di completare la configurazione nel dashboard. In alcune schermate di accesso o email potresti ancora vedere Copilot Audit.

Creare l'account e accedere

Puoi cambiare la lingua dell'interfaccia sia nell'add-in Blast Audit sia nel dashboard. Dopo il cambio lingua, potresti ancora vedere Copilot Audit in alcune etichette più vecchie.

Cambiare lingua

Prima che Blast Audit possa rivedere le evidenze, i file sorgente devono essere nell'add-in. Le importazioni avviano l'OCR in background e alcuni avvisi ti diranno di tenere Excel aperto.

Caricare i primi documenti

Blast Audit permette di acquisire evidenze da un documento e scriverle in Excel. Gli strumenti manuali principali sono `Text Snip`, `Sum Snip` e `Table Snip`. In parte dell'interfaccia compare ancora…

Usare il visualizzatore documenti e creare snip

Blast Audit può associare le righe del foglio ai documenti importati e scrivere i risultati nelle colonne di output mappate. In alcune etichette potresti ancora vedere Copilot Audit o `Document…

Eseguire il primo matching documentale

Il dashboard di Blast Audit gestisce setup del workspace, trial e passaggio di ritorno verso Excel. Alcune schermate di onboarding possono ancora dire Copilot Audit.

Completare l'onboarding del dashboard

Il `Usage dashboard` aiuta gli admin del workspace a capire se Blast Audit viene usato e dove l'adozione sta crescendo. In alcune etichette e descrizioni, il nome del prodotto potrebbe…

Consultare la dashboard Usage

Usa il dashboard per invitare i colleghi, assegnare il ruolo corretto e tenere sotto controllo i seat. Parte del testo del dashboard può ancora dire Copilot Audit, ma il workflow…

Invitare membri e assegnare ruoli

La pagina `Billing` è il punto in cui gli owner avviano un trial, sottoscrivono un piano, gestiscono i seat e aprono il portale clienti Stripe. Parte del testo di fatturazione…

Nozioni base su trial, piano e fatturazione

Il supporto Blast Audit è disponibile tramite Intercom sia nell'add-in Excel sia nel dashboard. In alcuni punti il messenger o i prompt potrebbero ancora mostrare Copilot Audit.

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William Karkegi

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