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Audit Mode

Audit mode helps you track document completeness — so you can see at a glance which required documents are in hand and which are still missing.

Turning it on​

On the Documents tab, toggle the Audit Mode switch. The document list changes to show:

  • Received documents — Files that have been uploaded and match a required document type
  • Missing documents — Required documents that haven't been uploaded yet
  • Document status — Whether each document has been reviewed, approved, or needs attention

Setting up required documents​

Audit mode works best when you have a list of required documents for the transaction type. You can set this up in a few ways:

  • Document template sets — Create reusable document checklists in Templates > Documents. When applied to a transaction, they define what's required.
  • Manual additions — Add required documents to the checklist on the fly from the audit view.

Why this matters​

For TCs managing dozens of files per transaction, it's easy to lose track of what's been collected and what's still outstanding. Audit mode gives you a clear picture so you can:

  • Follow up on missing documents before they hold up closing
  • Verify everything is in order before the closing date
  • Generate a document status report for your team or clients