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How to track an application activity
Updated over 2 months ago

The audit trail allows you as a team member to track and keep an eye on every step of the application process.

Our audit trail gives you the opportunity to:

  1. Get in chronological order, the whole process of collecting documents, from end to end

  2. Make sure the client file is processed correctly and get a clear idea of who did what, and when

Clustdoc affixes an audit trail page to the application 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.

Accessing the application history (or Audit trail)

  1. Click on the relevant application, then from the ' More Options>General ' tab

  2. download the audit trail by clicking ' View activity History '.

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