AGTT SmartSuite - Support & FAQ

AGTT SmartSuite is your professional Excel add-in for audit documentation, client questions, and sampling management. Below you will find answers to frequently asked questions and information about our features.

🚀 Installation & First Use

  1. Open Microsoft Excel
  2. Go to Insert > Get Add-ins
  3. Search for “AGTT SmartSuite”
  4. Click Add
  5. The add-in will appear in your Excel ribbon
  • AGTT SmartSuite works with:
    Microsoft 365 (Excel for Windows and Mac)
  • Excel 2019 or later
  • Excel Online (web)

Minimum requirements:

  • Windows 10 or later / macOS 10.14 or later
  • Active internet connection (for installation and license validation)
  1. Check your internet connection – The add-in needs internet for first-time loading
  2. Clear the Office cache:
    – Windows: Delete the folder %LOCALAPPDATA%\Microsoft\Office\16.\Wef\
    – Mac: Delete ~/Library/Containers/com.microsoft.Excel/Data/Library/Caches/
  3. Restart Excel and try again
  4. Contact us at info@agtt.nl if the problem persists

📋 Documentation Pane

The Documentation Pane helps you systematically work through and record audit documentation. Documentation steps are displayed per worksheet, which you can check off and add comments to.

  1. Open the Documentation Pane via the AGTT SmartSuite ribbon
  2. Navigate to the desired worksheet in your audit template provided by AGTT.
  3. Check the relevant response options per step
  4. Add comments if needed
  5. Your progress is automatically saved in the Excel file

All documentation data is stored in custom document properties of your Excel workbook. This means:

  • Data stays with the file
  • No external storage or cloud synchronization
  • You retain full control over your data

Yes! Click the language button in the Documentation Pane to switch between Dutch and English. Your preference will be remembered.

This means you are probably not working with one of the templates AGTT provided you, please make sure you are using one of AGTTs templates, since these contain the correct documentation table.

❓ Questions Pane

The Questions Pane allows you to collect, organize, and export client questions into a professional report for your clients.

  1. Open the Questions Pane via the AGTT SmartSuite ribbon
  2. Click + Add Question
  3. Select the relevant worksheet and priority
  4. Type your question
  5. Optional: add reference data or exception data

Mode

Use

No data

Text question only, no Excel references

Reference range

Select cells for information (no client action required)

Exception data

Select rows from a table/pivot table for which the client must provide documentation

  1. Click Generate Questions Report in the Questions Pane
  2. A new worksheet “QUESTION REPORT” is automatically created
  3. The report is formatted with all questions, priorities, and exception data
  4. You can save or send this worksheet to your client

📸 DocSense - Snap

DocSnap is an OCR (Optical Character Recognition) feature that allows you to extract text from images and scanned documents and insert it into Excel.

DocSnap is a paid feature. Contact AGTT for more information use our contact form:

  • Cost: €10 per user per month
  1. Open the Snap pane via the AGTT SmartSuite ribbon
  2. Upload an image or PDF
  3. Text is automatically recognized
  4. Select the text you want to insert
  5. Click to place the text in the selected cell

🔐 Licenses & Pricing

The following features are free:

  • Documentation Pane
  • Questions Pane
  • Website shortcutsn

Feature

Price

Description

Snap

€10/user/month

OCR text extraction from images

Sense

€20/user/month (additional)

AI-powered document analysis (coming soon)