The history page tracks all changes for the loan you are in. If you cannot see the history menu option, it means your account does not have the appropriate access levels to view the history page. Your site administrator can adjust user access levels, following the instructions here.

• Click on History in the overview menu

You cannot add or delete anything from the history page. You can simply view the list of actions, and search for or filter for specific actions.

You can use the search bar to search for an action performed, or for a specific user to view all the actions they have performed on the loan.

You can use the gear icon to add or remove columns from the table. You can also use it to export the table you see to a pdf or word document.