Audit-ready exports

Prepare your workpapers for review with proper documentation.

What to include

Export your TOD results with all columns visible. Include:

• All reference document columns
• Extracted values
• Match confidence scores
• Grounding references (optional)
• Notes and exceptions

Naming conventions

Use consistent naming for easy organization:

[Client]_[Test]_[Date].xlsx

Examples:

• AcmeCorp_RevenueTOD_2024-12-15.xlsx
• GlobalInc_AP_Testing_Q4_2024.xlsx
• TechStartup_Inventory_YE2024.xlsx

What to save

For each completed test, retain:

Item	Purpose
Exported Excel workpaper	Primary documentation
Source documents (or SharePoint references)	Supporting evidence
Screenshots of manual overrides	Document exceptions
Notes on methodology	Explain approach

Export options

When exporting from Moby:

• Include all columns — Don't hide columns before export
• Include grounding links — Allows tracing back to sources
• Export as .xlsx — Compatible with all Excel versions

Archival best practices

After engagement completion:

1. Export final versions of all workpapers
2. Document any manual adjustments
3. Archive project in Moby (doesn't delete data)
4. Follow firm retention policies

Version control

If you make changes after initial export, save with a version number:

• AcmeCorp_RevenueTOD_2024-12-15_v1.xlsx
• AcmeCorp_RevenueTOD_2024-12-15_v2_final.xlsx