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Note

Method export can be performed in two ways, depending on whether you want to export an audit method from the Library or the method of a specific audit. The function's availability depends on your license.

Export a Method from the Library

To export an audit method from the Library, follow the steps:

1. Open the Settings tab and click the Library button.

2. Select the desired method.

3. Click Edit.

4. Open the Sections tab, select the method's main section and click Export.

5. Choose where you want to save the method on your computer. Methods are saved as files with .ecm extension. Click Save.

Export an Audit Method

To export the method of a specific audit engagement, follow the steps:

1. Open the audit engagement.

2. Open the Audit tab and click Audit approach.

3. Open the Sections tab and select the method's main section.

4. Click the Export button.

5. Choose where you want to save the method on your computer. Methods are saved as files with .ecm extension. Click Save.