Members of the Room Owner's team can export the audit trail from the deal room at any time to get a report of the overall activity within a deal space.
The Audit Trail is accessed from the left hand pop out menu.
Once in the audit trail, users can use the filter tool to search for certain actions to view in the report.
Administrators can filter by key words or by type. Filter by Type options are in alphabetical order. Make sure to click the "Search" button to action the section.
Once the user, has the information required, either filtered or all of the audit trail, it can be exported as a .csv or .pdf file
Need further guidance or help? Contact the Help Desk team: [email protected]