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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 3 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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