You can now filter the Vault’s Activity Log so you can see all the file transfer activity for any of your clients. And now you can even print that client’s activity so you have a hard copy.
What’s the big deal with File Transfer Activity Logs?
Number one, is compliance. Many states now require financial professional to be able to provide a file access audit trail for financially sensitive client information that is posted online.
Two, is for your convenience. You can quickly see if a client has picked up a file you’ve left for them. You can see if and when your staff posted or picked up files as well.
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