Taylor Sigler

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...

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...

On August 24, 2023, the U.S. Securities and Exchange Commission (SEC) voted 3-2 to adopt and update rules that will enhance the regulation of private fund advisers and help protect private funds in...

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...

Note: To make MFN elections, you must first have obligations created in Insight Follow the steps to upload fund documents, select MFN Election Form, and then add the parties you will be making MFN...

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...