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]

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