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Training Tidbit: Is there a way to find a list of folders missing a certain document type using the Audit Shield feature in K12Docs?
Yes, use the Audit Shield feature in K12Docs to search for missing documents of a certain document type and identify the folders with those missing documents. For example, create a policy using the Audit Shield feature to find a list of the vendor folders missing a document with the document type of W9, or create a policy to find a list of the employee folders missing a document with the document type of Federal I9 or Social Security Card.
The policies for Audit Shield are created within the GX application, and then the policies can be generated in K12Docs. The results from the Audit Shield policies can be downloaded, if desired (for example, the results can be downloaded in order to email to a certain individual for follow up).
Click here to view the detailed instructions for adding an Audit Shield policy and generating an Audit Shield policy from within GX or K12Docs, along with a few examples of policies that can be defined in Audit Shield.