Audit trail
Short answer: Audit trail (owners and admins) lists every change to your firm's data — records added, edited or deleted on any screen, imports, files, team and investor invitations, deals (submitted, approved, closed, distributed), commitments, wires, refunds, KYC/AML, accreditation, documents, updates and…
Audit trail (owners and admins) lists every change to your firm's data — records added, edited or deleted on any screen, imports, files, team and investor invitations, deals (submitted, approved, closed, distributed), commitments, wires, refunds, KYC/AML, accreditation, documents, updates and settings — plus sign-ins, sign-outs and exports. Each entry shows who, when and what. Entries can't be edited or deleted. Search, filter and Export CSV.
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