OneDrive users can open and edit their Visio Flowcharts on the web by clicking on the file name hyperlink in FloQast.
By clicking on the three dots to the right of your Flowchart, you can perform four actions:
- Refresh: You can make any edits and then click the ‘Refresh’ button back in FloQast to make sure the changes are reflected in your Linked Controls table. To open and edit your file, you can also click on the underlined file name hyperlink.
- Manage Assignee(s): This allows you to add/remove/modify assignees and due dates for your narrative.
- Open File: This will allow you to directly open the hyperlinked document in a new tab.
- Delete File: This will allow you to permanently delete the document.
- Please note: this cannot be undone and will permanently delete all versions, the linked file, related sign-offs, and all review notes.
Teams using a cloud storage provider other than OneDrive can only make edits to their flowcharts by opening the document within the FloQast “Compliance Management” folder on their desktop. Once all edits are made to the original flowchart document, press “Refresh” within the menu that pops up from clicking on the three dots.