Q1 2025 Product Updates
It’s already the end of March and we’ve made a LOT of updates to Audora - including customer requested ones!
New Onboarding Features:
Auditors can now create and customize their own report and engagement templates right in Audora.
Onboarding Template Dashboard
Learn about the onboarding process in the Templates section
Benefit: Provides clear guidance on how to set up templates.
Download sample templates of Report & System Description
Benefit: Lets you preview “starter” files to reduce setup errors.
Upload your own Report & System Description templates
Benefit: Makes it easier to customize audit documents to your own style.
Validation feedback for uploaded setup files
Benefit: Helps you quickly identify and fix any file issues.
Report Template Dashboard for creating a SOC 2 Type 2 Report
Preview your final report if your templates are valid
Benefit: Ensures you see what the end report looks like before finalizing.
Create a new Engagement Template draft
Benefit: Allows quick setup of your own custom engagement template.
Engagement Template Configuration
Upload criteria files when creating a new Engagement Template
Benefit: Streamlines defining your engagement’s criteria directly in the app.
Engagement Template Upload Screen
Re-upload criteria files while creating a template
Benefit: Lets you correct or replace CSVs on the fly without starting over.
Re-Upload CSV File
Be notified if your criteria files are invalid
Benefit: Avoids confusion and saves time by catching CSV errors early.
Visual feedback on status of uploaded criteria files
Benefit: Quickly see if files are valid (green), invalid (red), or unvalidated (gray).
Example of your CSV File with the Errors to Fix
View previously created Engagement Templates
Benefit: Keeps all your templates accessible for reuse or reference.
Rename your existing Engagement Templates
Benefit: Makes it simpler to organize and locate templates.
Download your previously uploaded files
Benefit: Always have a local copy of what you’ve uploaded.
Delete a template you no longer need
Benefit: Keeps your list of templates clean and relevant.
Download template files at all stages
Benefit: Ensures you can grab a copy anytime for reference.
SYSTEM TEST IMPROVEMENT
Improved automated test readability, making it easier to understand what they do, and how to connect to them.
Improvements across user invitations, task flows, attaching documents, completing controls, adding comments and evidence requests. Many others to improve the Auditor experience.
AUDORA CONNECT IMPROVEMENTS WITH VANTA
Improved the sync process of our Audora Connect feature with Vanta’s new REST API.
Implemented the integration with Vanta’s new REST API, removed the need for templates with the Audora connect integration with Vanta, and improving the sync for large datasets
USER PROVISIONING ENHANCEMENTS
Enhanced user management features for Auditee Stakeholders that allows you to see any invited users & invite new ones from the user management dashboard screen
Auditee Stakeholder Dashboard Showing Pending Invite
Allow Audit Signers to invite users to join Audora upon engagement creation then add them to the new engagement. Removes the requirement that only the App Admin can invite a user to Audora making it easier on the Audit Signer to create new engagements and invite new users.
A team member that has already joined will show up to select. The “invite team member via email” selection will pop up if your team member hasn’t joined to make the process as easy as possible for our customers.
Pop Window for Adding New Auditors - Invite team member selection
New Audora invitation email template
Improved the template adding in our logos and additional detail so it looks more professional, authentic and doesn’t come across as possible spam.
Improved Invitation Format
GENERAL ENGAGEMENT ENHANCEMENTS
Numerous enhancements including from adding tooltips when you hover over certain topics, fixing time zone discrepancies, easier to edit and save engagement details, additional integration fixes with Vanta, new and improved error messaging, template validation enhancements, support for specialized document types, and upload improvements.
