Audit Assistant SharePoint Demo (Video)

In this video, Nick shows the Audit Assistant’s SharePoint integration, demonstrating how account administrators and users can enable and link their Microsoft SharePoint accounts. Administrators must first activate the integration via Account Settings, while individual users can connect their accounts through their profile settings or when attaching a document to a workpaper.

Once linked, users can browse SharePoint files, select a drive, and navigate using search or folder browsing. Documents can be previewed, edited directly in SharePoint, and any changes remain synced while the workpaper is open. If a workpaper is concluded, the linked document version is locked.

Guests can still preview documents via temporary SharePoint URLs, ensuring seamless access for external reviewers or clients. When exporting jobs, Audit Assistant downloads and includes SharePoint files in the ZIP archive for a complete backup.

00:00 Introduction to SharePoint Integration

01:40 Linking SharePoint Accounts

03:20 Uploading Files from SharePoint

05:00 Managing File Versions

06:40 Exporting and Sharing Documents