> For the complete documentation index, see [llms.txt](https://finspectors.gitbook.io/finspectors-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/general-modules.md).

# General Modules

The General Modules section helps firms configure the core platform structure before starting audit engagements.

This section includes the foundational workflows used across Finspectors, including organization setup, user access management, approval workflows, requests and secure document management.

The General Modules section includes:

* **Organisation Setup**
* **File Manager**
* **Templates**
* **Approval Flow**

***

### **Organisation Setup**

Configure the firm structure, engagement settings and overall audit workspace setup.

This includes:

* Firm configuration
* Engagement setup
* Client management
* Workspace preferences

***

### **File Manager**

Securely store, organize and manage audit documents and supporting evidence.

Auditors can:

* Upload files
* Organize folders
* Link documents to workflows
* Maintain centralized evidence storage

***

### **Templates**

Create and manage reusable templates across audit engagements.

Templates help standardize:

* Workpapers
* Requests
* Reporting formats
* Evidence testing rules

***

### **Approval Flow**

Configure structured reviewer and sign-off workflows across engagements.

This helps firms:

* Assign approvers
* Maintain reviewer oversight
* Control approvals before completion
* Standardize engagement sign-offs

The General Modules section creates the operational foundation required to run audits consistently across teams and engagements.

<figure><img src="/files/6UIFrqcbiXSwLx5FpRa9" alt=""><figcaption></figcaption></figure>