Taylor Sigler

Audit Log: an exportable audit log showing changes made within the app. The log will show the date, the action taken, the data affected, user who modified the data and their role.Master Structure C...

Reassigning Tasks from the Obligation/Task Follow the steps to edit a task from the Edit All Details for an Individual Task or Subtask article Reassigning Multiple Tasks From the obligations ove...

Delete One or More Task(s)/Subtask(s) Delete an Individual Task or Subtask Delete Recurring Tasks or Subtasks Delete One or More Task(s)/Subtask(s) Log into Insight using your username and passw...

Edit One or More Task(s)/Subtask(s) Due Date(s) Edit All Details for an Individual Task or Subtask Edit One or More Task(s)/Subtask(s) Due Date(s) Log into Insight using your username and passwo...

Assigning Tasks Assign tasks to others across your firm to drive organizational accountability and to ensure that outstanding obligations are upheld. To assign one or more tasks, select the task an...

Systematically compare text across multiple selected obligations with multi-obligation SmartLining™        SmartLine™  Existing Obligations Navigate to the obligation dashboard, select the obli...

Tasks are any piece of work associated with a given obligation. This could be work based off of an explicit deadline for a given obligation or could be work created to track obligations without exp...

Obligations are the underlying provisions in the relevant source document. Obligations can vary substantially, from event triggered provisions to reporting requirements. The key is that obligations...

SmartGroups allow you to group together obligations that are similar or identical to streamline your workflow, while still retaining the detail of each underlying obligation. SmartGroups are indica...

The Digital Most Favored Nations Elections feature enables you to quickly and digitally generate MFN forms from side letters, capture investor elections, and track fund obligations in Insight. This...