Taylor Sigler

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...

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...

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

Within any given task, Insight automatically generates an auditable, time-based log for use in mock audits and examinations From the task dashboard, select the task you would like to edit Add new ...

What is Single Sign-On (SSO)?SSO is a centralized authentication scheme that allows users to log in to several software systems with a single username and password. For our users, it allows for lev...

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...

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...

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...

Ontra's SSO (Single Sign-On) method uses the Security Assertion Markup Language (SAML) standard for exchanging identities between domains.  Existing Connections1. Enter your email address.2. If you...