Use Audit Trails to get a history of your connections and documents in Beacon for review and check their statuses.
Connections (Sharing Requests)
Field | Description |
---|---|
User | Users from your company domain who have shared your security profile. |
Action | Action taken by user and/or status. |
To | Customer email to whom the connection request was sent. |
Company | The recipient company of the security profile. |
Date - Time |
Documents
Check the status of your documents, including who signed your documents and when it was signed.
- Select a customer profile from the Customer Connections table.
- Go to the Notes tab.
- August 23, 2024: Documents audit trail.
- June 5, 2024: Listed relevant products.
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