PDF Footer Now Shows Who Started, Edited, and Submitted a RiskProfile
RiskProfile PDFs now include a footer that tracks the full activity trail for each profile — who created it, who made edits along the way, and who submitted it for quoting. This information is automatically captured as your team works and displayed in a clean table at the bottom of every generated PDF.
Creation source is labeled clearly: a staff member's name if they built it manually, or the channel if it came in through a QuoteForm, PolicyLink, or API connection. All editors are captured without duplicates, and the submitting user is recorded at the moment the profile is sent for quotes.
Log in to comment and vote
Comments1
Jun 17
PinnedPausing this one. We are working on a logging system that will track this natively and more accurately than the original proposed method.