This article will summarize how to integrate Corfix with AuditSoft
The below integration must be started in your AuditSoft account. If you have any questions please reach out to the AuditSoft support team.
If you are a Corfix user, you can add attachments from Corfix directly into your audit.
Here's how:
1. Click Add Attachment anywhere that an attachment is permitted in your audit
2. Click the Corfix logo on the attachment linking window
3. Log in with your Corfix email and password
4. Select both Read and Offline Access, then click Allow
5. You can now search your documents by name and date. Select one or more documents, and click Done when you are finished.
If you have issues logging in, you may need to add integration permissions through your Corfix Dashboard.
To do this, follow these steps:
1. Go to My Account Details on the left sidebar
2. Go to Manage Roles.
3. Click on your role.
4. Scroll down to Integration Permissions and expand it
5. Click the slider next to Add Integration and Save.
