A digital form comparison report streamlines the review of information by highlighting what has changed between the steps of form- from creation to completion.
The Change Tracking Report gives you a clear, efficient way to track form data changes by analysing differences in data fields within a digital form.
What is identified?:
- New information added
- Information updated
- Information removed
- Changes in statuses across the form lifecycle
Note: Form comparisons are only supported for versions where status changes have been tracked from 10/02/2026 onwards, which is the date the comparison feature was enabled. Earlier versions cannot be compared as historical data was not captured in a comparable format.
What are the stages a report can be compared?
A change tracking report can be created using a form at :
- Open- no sent
- Ready for review
- Completed
Who can generate a report?
A Change Tracking Report can be generated by any professional from the firm who has access to the client forms.
If a form can be reviewed in the user view, they will have the Change Tracking Report available for use.
Can I print the report?