The audit trail allows you as a requester to be able to track and keep an eye on every step of the Documents collection process. 

Our audit trail gives you the opportunity to: 

  • Get in chronological order, the whole process of collecting documents, from end to end
  • Make sure the client file is processed correctly and get a clear idea of who did what, and when

Clust affixes an audit trail page to the Document request itself.

The non-editable audit trail ensures that every action on your document request is thoroughly tracked and time-stamped, to provide defensible proof of access and review.

How to view a Document request history (or audit trail)?

 1. Click on the relevant request, then from the ' Request Options ' tab, download the audit trail by clicking ' View History '.


How to use folders to organize your work?

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