Dedicated report for Compliance Document Status and Audit logs
Under Review
August 27, 2025
Currently the deal history report can end up being 20 or so pages long, and the audit logs of the compliance docs being issued and acknowledged by the client in FinanceVault get pushed down several pages from the top.
To make it easier for us and clearer for Compliance when auditing, it would be good to have a one-page document that just showed the status and timestamps for the compliance docs, or have the timestamps visible in FinanceVault next to the status icons so that we can screenshot them.