About
A client's Authorization history can be easily viewed from a Note, Face Sheet, or ITP that contains the Authorization Tracker.
View Authorization History
- Navigate to a Note, Face Sheet, or ITP from the Main Menu.
- Search for a client, if the client is not already displayed.
- Click the plus sign next to the Authorization you want to discontinue.
- Click View Authorization History.
- The Authorization History is displayed.
- Click Close History to collapse the history view.