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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.

Status: 💭 Planned1 comment

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Comments1

  • David Watson changed status to 💭 Planned
    Team•

    Jun 17

    Pinned

    Pausing this one. We are working on a logging system that will track this natively and more accurately than the original proposed method.