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Is there a way to move attachments around in a SOX test (i.e. from population section to sample section) as a reviewer?

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As a reviewer, I see many instances where the Control Tester did not organize the files uploaded.  In the attached screenshot you will see the population and sample documents are all together.  Is there a way to move the documents into the correct section after the control has been submitted for review?  I want to move the sample documents into the corresponding sample folder.

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Comments

2 comments

Date Votes
  • Michael Lerch

    Hi Jordan!  You can copy a file in the attachment panel (whether it is a population, additional upload, etc) into a particular sample folder by clicking and holding on the file in the attachment panel and then dragging that file into the correct row of the matrix on the main test form.  You'll see the rows highlight as you drag the file above it.

    Thanks for the question!

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  • Jordan Baxter

    Nice!

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