Fuzzy Matching

Download and Installation

1. Locate your name and email in the bottom-left corner of the Agentive interface.
2. Click on your user profile to reveal a list of options.
3. Select Download Excel Add-In from the menu.
4. Follow the provided instructions within the platform for the specific installation steps.
5. Click the Download and install button at the bottom of the instruction page to initiate the download.

Security Configuration

You will need to add the following URL to your Windows "Trusted Sites" to allow the downloaded installer to install the add-in code from our website

1. Open your Windows Settings and search for Internet Options.
2. In the Internet Properties dialog, click on the 'Security' tab at the top.
3. In the Security tab, select the 'Trusted Sites' zone, then click the 'Sites' button.
4. Paste "https://*.goagentive.com" into the 'Add this website to the zone' field, then click the 'Add' button.

Exporting to Excel

Once your workpaper is complete in Agentive, you can export it to Excel using the following steps:

1. Click the Download button in the top-right corner of the screen.
2. Choose one of the four available export options:
   • Files + Workpaper (.zip): Downloads the workpaper and all supporting documents (JPEGs, PDFs, etc.) in a zipped folder.
   • Excel + Workpaper (.xlsx): Downloads an Excel workbook with all supporting documentation embedded within it.
   • Workpaper Only (.xlsx): Downloads the Excel workpaper without any associated supporting documents.
   • Legacy DS Format: Downloads the workpaper in a legacy data snippet format.

Phase 4: Using the Excel Add-In Features

The Excel Add-In provides several interactive features to help you review and analyze your data:

Data Validation and Previewing

• The exported Excel file will retain the same color-coded markings from your validation exercises in Agentive.
• Clicking on any cell within the Excel sheet will open a Preview pane on the right, showing the underlying audit documentation and the specific citation.
• A yellow citation marker will appear next to the extracted information within the previewed document.

Manual Data Extraction (Lassoing)

• Use the Lasso tool within the Excel Add-In to manually extract or update data from a supporting document.
• Select a cell in Excel, then use the lasso to highlight the desired information in the preview pane. The value will automatically populate the selected cell.

Modifying Citations

• Use the Cite button to change the location of a citation marker within the supporting document without changing the cell value in Excel.

[!TIP] The Excel + Workpaper option is highly recommended for easy transport and archival of all relevant documentation in a single file.

[!CAUTION] If you choose to export the Workpaper Only, you will lose the interactive linkage and preview functionality for underlying support documents.