Ask · Collect · Remind
Retire the PBC spreadsheet and the email chase.
Document Requests gives auditees a simple portal and gives you a live status board. Requests are tied to the procedures that need them, reminders send themselves, and everything received lands in evidence automatically.
Document Requests
Payments Operations — Requests
Requested
42
Received
28
Outstanding
11
Overdue
3
| Request | Auditee | Due | Status |
|---|---|---|---|
| Q2 reconciliations — all accounts | T. Brooks | Aug 20 | Received |
| Approval matrix (current) | K. Sato | Aug 22 | Received |
| Exception report — July | T. Brooks | Aug 25 | Overdue |
| System access listing | IT Ops | Aug 29 | Outstanding |
Capabilities
What’s inside Document Requests.
Request lists from templates
Start from reusable request templates by audit type; tailor per engagement in minutes.
Auditee portal
Business contacts see only their requests, upload files, ask questions and mark items complete — no login to the audit tool required.
Automatic reminders
Nudges go out before and after due dates on a cadence you control, with escalation to the auditee's manager if needed.
Straight into evidence
Received files attach to the requesting procedure with the submitter, timestamp and version recorded.
Status at a glance
Outstanding, overdue, received and accepted counts per audit, per auditee, per week.
Secure by design
Expiring links, per-request permissions and a complete access log on every document.
Connected to every other module
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