Partner review notes
Add a note to any finding. Mark it keep, drop, escalate, or watch. Attach the proof file right there. Your review stays with the audit.
Problem
You review a finding and form an opinion. But the note goes in a side doc, an email, or your head. Next week you forget why you flagged it. The proof file sits in another folder. When a client pushes back, you hunt for it again.
Solution
CAMAudit lets you write on each finding. Set a status so the team knows your call. Attach the lease page or invoice that backs it up. The note, the status, and the file stay with the audit. Nothing gets lost between review and delivery.
Proof points
Write a note on any finding.
Mark each one keep, drop, escalate, or watch.
Attach the proof file to the finding it backs.
Your notes and files stay with the audit, not in a side doc.
Workflow
01
Pick any finding in the review panel. Your note box and status are right there.
02
Set the status to keep, drop, escalate, or watch. Add a note in your own words.
03
Upload the lease page, invoice, or screenshot that backs the finding. It stays on that finding.
Related feature pages
Partners control what clients see, when reports are published, and how findings are positioned.
Each finding shows the lease clause, the statement line, and the math. Open the lease at the page it cites. Sign off before the report goes out.
Confidence scoring helps partners separate clear math findings from issues that need judgment.
Related guides and tools
FAQ
Your team. Notes and files are part of your audit workspace. The client sees the report you publish, not your internal notes.
PDFs, images, and common Office files like spreadsheets and Word docs. Each file can be up to 25 MB.
No. A dropped finding is marked, not erased. You can change the status back at any time.
Next step
