The new History tab gives you one place to understand everything that’s happened with an entity over time — and to add your own context along the way.
You can find it inside Entity Details as a new tab labeled History. From there, you’ll see a growing, time-ordered series of individual events (for example: requests sent, submissions received, notes added, documents uploaded), with more event types coming soon.
What you’ll find in the History tab
History is designed to bring together the key “paper trail” customers rely on to answer: “What happened, when did it happen, and why?”
In the History tab, you can expect to see:
- Request history -- when requests were sent by the TPRM platform asking an entity for a submission
- Submission history -- when submissions were received from the entity, including important details like outcomes/decline reasons where applicable
- Evaluations -- when an entity's risk was fully evaluated after we process their documents and you resolve any option actions
- Notes your team adds for internal context
- Documents and supporting files your team uploads to keep important materials alongside the entity's record
Please note: The History tab doesn't yet show information about when email notifications were received or opened by entities -- this information is distinct from when the platform sends out requests. We plan on adding these details to the History tab in a future release.
Add documents (supporting files) directly from History
Need to attach a contract, waiver, internal form, or other supporting material? History is now the home for that.
When you upload a file, it appears as its own event in the timeline, so you can always understand it in context (not just that a file exists, but when it was added and alongside what else was happening at that time).
Add notes to capture decisions and context
Notes are ideal for capturing the “why” behind decisions and follow-ups — for example: a clarification from a vendor, an internal decision, or a reminder for future review.
Each note shows up as an individual event in History, making it easier to reference later without digging through emails or separate documents.
Use tags to keep things organized
As you add documents and notes, you can apply tags to help categorize and find information faster (for example: Contract, Waiver, Internal, Notes, etc.). Tags are intended to stay lightweight: enough structure to help with organization, without turning History into a complicated document management system.
Why this matters
- Better review experience: See request history, submission history, notes, and documents together in one easy view.
- Stronger traceability: Understand changes, decisions, and follow-ups over time with a clear timeline of events.
- Less searching: Spend less time piecing together context across email threads and separate file locations.
Where to find it
- Open an entity
- Go to Entity Details
- Click the History tab to view the timeline and add notes/documents from the same place