Available December 3rd to early adopters currently attaching evidence to audits. Coming soon to all Thoropass users.
⚠️ Currently, the "Recommended Evidence Feature" is in development but coming soon in the next couple weeks!
Audit Connected Documents lets you attach files from Google Drive, Confluence, or Microsoft 365 SharePoint directly to your evidence requests. This removes the need to download files, re-upload them to Thoropass, or manually track versions.
You use this feature only when you are in an audit and attaching evidence.
It is not available in other areas of Thoropass.
Before you begin:
Your organization must set up the relevant integration (Google Workspace, Confluence Cloud, or Microsoft 365 SharePoint Online).
Each file must be labeled in the source system to allow Thoropass to access it. To learn how to label your documents for Google Drive, Microsoft 365 SharePoint, and Confluence, see the "Related Documents" below for your system.
To attach a connected document to an evidence request
Log in to Thoropass.
Open your audit and select Evidence Requests.
Select an evidence request.
In the Attached Evidence section, choose Add Files.
Select the Connected Documents tab.
You see all documents your integration makes available to Thoropass based on your labels. You must use the label thoropasssync to see the file here. See the Related articles section at the bottom of this article below to help you set this label in your document system.(Optional)
Select Preview to view the file before attaching.
Select Open in source system to view the file in Google Drive, Confluence, or SharePoint.
Select one or more documents.
Select Add.
You cannot attach the same file twice to the same evidence request. If a file is already attached, it appears unavailable in the list.
Optimal: To use Recommended Evidence Feature
Recommended Evidence shows documents that match the evidence request based on optional mapping codes.
Open the evidence request.
Open the Recommended Evidence tab.
Review the suggested documents.
Select Attach as Evidence.
These recommendations appear automatically when mapping codes are applied to your documents in their source systems.
To learn how mapping codes work and how to use mapping codes to optimize your workflow, see Using mapping codes to pre-sort documents into evidence requests.
To refresh a connected document
Refreshing updates the file in the evidence request to the latest version from its source system.
Open the evidence request.
In Attached Evidence, find the connected document.
Select Refresh.
You may see one of the following:
The evidence request is submitted
You cannot refresh a connected document after the request is submitted to your auditor.
If the request can be unsubmitted, refreshing becomes available again.
The document is attached to multiple evidence requests
A prompt appears asking whether to:
Refresh the document only for this evidence request, or
Refresh it for all linked, unsubmitted evidence requests.
You can also choose Go to source document to view the current version before updating.
Notes
Files over 75 MB are not supported.
Supported file types: CSV, DOC, DOCX, JPG, PDF, PNG, PPT, PPTX, TXT, XLS, XLSX.
Google Docs and Slides convert to PDF; Google Sheets convert to XLSX.
Confluence pages convert to PDF.