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Installation of Copilot Audit

Learn step by step how to get started with Copilot Audit.

William Karkegi avatar
Written by William Karkegi
Updated over 11 months ago

Copilot Audit is an Excel add-in that revolutionizes the management and analysis of your documents directly within your usual workspace.

Installation

  1. Open Excel and go to the "Insert" tab.

  2. Click on "Office Add-ins."

  3. In the Office Store, search for "Copilot Audit."

  4. Click "Add" to install the add-in.

Once installed, you will find a new "Copilot Audit" tab in your Excel ribbon with three main sections:

  • Account: To manage your account and settings.

  • Documents: To manage your PDF documents.

  • Document Matching: To automate matching between your data.

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