How it plays out on a deal
Raw logs are long and hard to read. Activity reports turn them into answers to everyday questions: has the new adviser logged in, which folders has Bidder C ignored, who downloaded the customer contracts yesterday.
The quality test is speed. A deal lead should be able to answer those questions in under a minute, from a phone if necessary. Scheduled reports by email, export to a spreadsheet and clear charts all help.
What to check in a review or demo
- 1Whether reports can be filtered by group, folder and date range in one screen.
- 2Whether reports can be scheduled and emailed to the deal lead.
- 3Whether exports include the same detail as the on-screen view.
Audit trail: where the reviewed providers stand
From the twelve-item feature checklist in our reviews: a provider counts only if the feature ships natively. Read the review for how it works and on which plan.
Yes (18)
ElltyAudit trail9.2/10
iDealsAudit trail9.1/10
DatasiteAudit trail8.9/10
AnsaradaAudit trail8.6/10
IntralinksAudit trail8.6/10
FirmexAudit trail8.5/10
DroomsAudit trail8.3/10
SmartRoomAudit trail8.2/10
BoxAudit trail8.1/10
Citrix ShareFileAudit trail8.0/10
DealRoomAudit trail8.0/10
CapLinkedAudit trail7.7/10
SecureDocsAudit trail7.7/10
ShareVaultAudit trail7.7/10
OnehubAudit trail7.5/10
Venue by DFINAudit trail7.2/10
DigifyAudit trail6.9/10
DocSendAudit trail6.6/10
No (0)
Every reviewed provider qualifies.
18 of 18 reviewed providers qualify. Each chip shows the provider's overall review score.
Read alongside
- Audit trailThe room's running log of who did what and when.
- Bidder engagement analyticsReporting that ranks or scores bidders and investors by how actively they use the room, based on logins, documents opened, time spent and questions asked.
- Change alertsEmail or in-app notices that tell users when documents are added or updated in folders they can see, or when a question they follow is answered.