SimplifyIT logo   
(only 5 minutes)
 

Audit Trail Every view, update, and action - tracked.

SimplifyIT automatically logs every interaction with your internal documents - including uploads, edits, acknowledgments, and deletions. Each action is timestamped and linked to a specific user, making it easy to respond to audits, compliance reviews, and internal investigations.

What the Audit Trail Captures

  • Who viewed each document - and when
  • Who acknowledged HR policies, compliance docs, or procedures
  • Every upload, edit, and rollback (via version control)
  • Workflow activity: reviews, approvals, and overdue follow-ups
  • Deletion and archiving events, with reason codes if needed

Ready for Examiners and Auditors

When examiners or internal auditors request logs, SimplifyIT delivers. Just export the activity for a single document, user, or date range - no manual log-sifting or last-minute panic.

Common Use Cases

  • Proving policy acknowledgment for examiners
  • Tracking who accessed sensitive documents or board files
  • Investigating changes to compliance procedures
  • Logging deleted or archived records for retention reviews

Included With Every Document

There's nothing to set up or configure - the audit trail is part of SimplifyIT's document repository, and every record is logged from day one. It just works - and keeps working.

See the Audit Trail in Action

Request a demo and we'll walk you through a real audit trail - with names, dates, timestamps, and exactly what the examiner would want to see.

 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦