Traceability: know who did what, and when
Who viewed, edited or approved a document, and when: useful in an audit or a dispute.
Traceability is the automatic history of every document: who created, viewed, edited or approved it, and on what date. When an audit, a donor review or a dispute comes up, the answer is already there.
| Date | Who | Action |
|---|---|---|
| Oct 12, 2026 | Management | Version 5 approved |
| Oct 10, 2026 | Legal | Clause 4 edited |
| Oct 8, 2026 | Accounting | Document viewed |
| Oct 2, 2026 | Management | Document created |
When the question comes up
“Who approved this expense?” “Did the customer receive the right version of the contract?” “Was this report changed after it was signed?” With paper documents and multiple copies, these questions often go without a reliable answer.
What the history records
- When the document was created, and by whom.
- Every edit, with the date and the person.
- Approvals and signatures.
- Who viewed sensitive documents.
Useful for audits and donors
NGOs and institutions often have to prove their procedures to a donor or an auditor. A complete, tamper-proof history replaces days spent piecing things together from binders and emails.
How we work
Together, we choose the documents that need to be tracked, set up a simple approval workflow, and train your teams to use it day to day.
The other benefits.
Continuity
Your documents survive fires, floods and office moves thanks to backup copies.
Read the article →Remote work
Your team can reach the right files from the office, from home or from another city.
Read the article →A single reference version
No more copies that contradict each other: everyone works on the same up-to-date document.
Read the article →Let’s talk about your growth.
The first consultation is free. Tell us about your goals and we’ll build a plan that fits your budget.