View history/Audit trail for proposals

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:
ACCOUNT NAME: the first and last name of the account user or the name of their business.
USER: the first and last name and email address of the user who has accessed the proposal.
EVENT: what has taken place with the proposal.
SERVER TIME: the UTC time when the even occurred.
CLIENT TIME: when the event took place in the user’s location. The difference between UTC and the user’s location time is also displayed.
IP ADDRESS: the IP address of the user who made changes.
BROWSER: the browser used when the event took place.
OS: the user‘s operating system.

Tip

You can also access the audit trail attached to a proposal on the Activity feed page.

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