Version Control
Proofdesk automatically versions every form and review, locking each completed stage with a signature and timestamp. Past versions can’t be altered, giving you clear evidence of what was known at the time and a complete history for inspections or reporting.
Once marked as complete, the version becomes read-only. A signature and timestamp are added, creating a permanent record of who signed off and when.
Demonstrate what information you had when you made key decisions, such as onboarding a customer or approving a review. If the regulator asks to see a file from months or years ago, you can retrieve the exact version from that point in time.
Run reports using the data as it stood at a specific date, ensuring submissions reflect the correct reporting period.
Versioning is built into Proofdesk, so you’re always able to produce historic files exactly as they were. This demonstrates robust record-keeping practices and removes the risk of overwriting critical information.
By showing the exact context at the time a decision was made, Proofdesk helps you evidence why it was reasonable, even if circumstances have since changed.
Version-aware reporting means your data is rolled back to the correct date before generating a report, avoiding the risk of including changes made after the reporting period.
Next Steps
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