Move work safely

Export, import, and Smart Merge

Encrypted transfer lets one audit move between devices while keeping review, backup, and merge decisions visible.

Step by step

Create an encrypted audit package

Export creates an encrypted offline package for the selected audit only.

Use a transfer password

The transfer password is used for encryption and is not stored by the app.

Understand what is included

The package includes audit data, selected questions, conduct results, document references, reviewed OCR values, evidence, findings, response documents, report wording/state, attachments, and audit-specific traceability.

Preview before importing

Import preview shows package details, included audit data, participants and rights, warnings, blocked reasons, and whether the audit already exists locally.

Use Smart Merge when a local audit exists

The review compares Question, Status/Conclusion, Notes, Findings, Evidence, and Doc refs with Old, Merge, and New decisions.

What makes it useful

  • Preventive backup supports controlled import behavior.
  • Duplicate package fingerprints can be blocked.
  • Participants, rights, and import notes are visible before import decisions are applied.

What this helps prevent

Silent overwrites, unclear imports, lost notes, and transfer packages that nobody can explain later.