Proposals (Basic): View History/Audit Trail
You can always see the events that have taken place with a proposal. TaxDome’s audit log is sorted chronologically by the most recent event and allows you to find out when someone...
- ...created a proposal.
- ...viewed a proposal.
- ...signed a proposal.
- ...resent a proposal.
- ...made changes to proposal.
To view a proposal’s history, go to the Proposals & ELs page either from the left menu bar, or inside the client’s account, click on the three-dots to the far right of a proposal, then click Audit Trail.
Here, find the definitions for what appears in the Audit Trail window:
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ACCOUNT NAME: the first and last name of the account user or the name of their business.
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USER: the first and last name and email address of the user who has accessed the proposal.
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EVENT: what has taken place with the proposal.
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SERVER TIME: when the event took place on TaxDome in UTC.
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CLIENT TIME: when the event took place in the user’s location in UTC. The difference between UTC and the user’s location time is also displayed.
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IP ADDRESS: the IP address of the user who made changes.
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BROWSER: the browser used when the event took place.
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OS: the user‘s operating system.
Tip! You can also access the audit trail attached to a proposal by printing it or downloading it as a PDF.