Exporting audit trails

This guide covers viewing and exporting your firm's audit trail, the record you would hand to an inspector.

What the audit trail records

Every meaningful action in your workspace is recorded automatically. This includes clients being added, documents being requested and received, verification checks being run, consent being granted or revoked, and changes to your team or settings. Entries are never edited or removed once written, so the trail can always be trusted as a true record.

View and filter the trail

Go to Audit trail in the sidebar. This page is available to admins and compliance officers. You can filter by date range, by team member, by branch if your firm has more than one, and by the type of action such as Clients, Requests, Documents, or Verification.

Selecting a client's name from any row filters the whole page down to everything on record for that person.

Export a CSV

Select "Export CSV" at the top of the Audit trail page. This downloads every row matching your current filters as a spreadsheet, ready to attach to an email or keep for your own records.

Export a single client's audit pack

From an individual client's page, select "Export audit pack" to generate a single PDF containing that client's full compliance file: documents, verification results, consent history, and their timeline of activity. This is the literal document you would hand to an inspector for one client.

Export a bulk pack for many clients

From the Audit trail page, use the Inspection Export card to queue a bulk export for your whole firm or a single branch. This bundles every client's audit pack into one download. Larger firms may take a few minutes to generate, and the page shows live progress while it does. Once ready, a download link appears and stays available for a limited time.

Every export, whether CSV, a single pack, or a bulk pack, is itself recorded on the audit trail under the Exports action group.