Timestamped timeline
Every upload, approval, reminder, and rejection is captured automatically. You get a readable history of exactly what happened on each vendor's record and when.
Compliance record keeping
A complete record of every action taken on each vendor's compliance history.
Keep uploads, approvals, rejections, reminders, and exports tied to the vendor record.
The record
That is the difference between a compliance program and a folder of PDFs.
Review notes
When a document is rejected, the reason is logged. When it is approved, that is logged too. Nothing lives in someone's inbox or memory.
CSV and ZIP exports
Export the full compliance history as a CSV or download all uploaded files as a ZIP. Handed off to an owner, insurer, or attorney in a single package.
When it matters
When an owner, insurer, or attorney asks what was on file and when.
Coverage disputes
Show exactly what was on file at the time of an incident. Date, document, and approval status — all timestamped.
Owner handoffs
Bundle the full compliance history into a ZIP and hand it over at project close. No scramble to reconstruct what happened.
Internal review
Find who touched the record, what changed, and why. The trail is there whether you need it today or in two years.