Security
Audit Log
Recent admin, compliance, workflow, and entity activity captured by CMIForge.
Showing 76 of 76 matching audit entries. Exports include up to the latest 10,000 matching rows.
| When | Actor | Action | Entity | Summary |
|---|---|---|---|---|
| 8/2/2026 6:47 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 8/1/2026 8:04 AM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 3 row(s) from Approval Queue Aging to PDF.
Details{
"title": "Approval Queue Aging",
"rows": 3,
"limit": 500
}
|
| 8/1/2026 7:35 AM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 3 row(s) from Conflicts Review to PDF.
Details{
"title": "Conflicts Review",
"rows": 3,
"limit": 500
}
|
| 8/1/2026 6:45 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 8/1/2026 4:22 AM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 1 row(s) from Matter Roster to PDF.
Details{
"title": "Matter Roster",
"rows": 1,
"limit": 500
}
|
| 8/1/2026 2:53 AM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 5 row(s) from Time Detail to PDF.
Details{
"title": "Time Detail",
"rows": 5,
"limit": 500
}
|
| 8/1/2026 12:41 AM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 3 row(s) from Intake Pipeline to PDF.
Details{
"title": "Intake Pipeline",
"rows": 3,
"limit": 500
}
|
| 7/31/2026 6:44 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 7/30/2026 5:01 PM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 3 row(s) from Conflicts Review to PDF.
Details{
"title": "Conflicts Review",
"rows": 3,
"limit": 500
}
|
| 7/30/2026 4:54 PM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000002 |
Generated engagement letter draft Beacon-Family-Office-engagement-letter.docx.
Details{
"fileName": "Beacon-Family-Office-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/30/2026 3:28 PM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000003 |
Generated engagement letter draft Meridian-Health-Partners-engagement-letter.docx.
Details{
"fileName": "Meridian-Health-Partners-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/30/2026 1:26 PM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 5 row(s) from Time Detail to PDF.
Details{
"title": "Time Detail",
"rows": 5,
"limit": 500
}
|
| 7/30/2026 12:29 PM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000001 |
Generated engagement letter draft Northstar-Renewable-Logistics-engagement-letter.docx.
Details{
"fileName": "Northstar-Renewable-Logistics-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/30/2026 11:56 AM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 3 row(s) from Intake Pipeline to PDF.
Details{
"title": "Intake Pipeline",
"rows": 3,
"limit": 500
}
|
| 7/30/2026 10:06 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000001 |
Generated engagement letter draft Northstar-Renewable-Logistics-engagement-letter.docx.
Details{
"fileName": "Northstar-Renewable-Logistics-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/30/2026 9:21 AM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 1 row(s) from Matter Roster to PDF.
Details{
"title": "Matter Roster",
"rows": 1,
"limit": 500
}
|
| 7/30/2026 9:00 AM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 3 row(s) from Approval Queue Aging to PDF.
Details{
"title": "Approval Queue Aging",
"rows": 3,
"limit": 500
}
|
| 7/30/2026 8:58 AM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 3 row(s) from Conflicts Review to PDF.
Details{
"title": "Conflicts Review",
"rows": 3,
"limit": 500
}
|
| 7/30/2026 7:15 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000003 |
Generated engagement letter draft Meridian-Health-Partners-engagement-letter.docx.
Details{
"fileName": "Meridian-Health-Partners-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/30/2026 6:05 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000002 |
Generated engagement letter draft Beacon-Family-Office-engagement-letter.docx.
Details{
"fileName": "Beacon-Family-Office-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/30/2026 5:48 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 7/30/2026 4:14 AM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 1 row(s) from Matter Roster to PDF.
Details{
"title": "Matter Roster",
"rows": 1,
"limit": 500
}
|
| 7/29/2026 5:48 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 7/28/2026 5:22 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 7/27/2026 9:41 PM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 2 maintenance rule(s); 2 active alert match(es).
Details{
"rules": [
"Approaching archive threshold",
"Archive recommended"
],
"activeAlerts": 2
}
|
| 7/27/2026 8:53 PM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 3 row(s) from Conflicts Review to PDF.
Details{
"title": "Conflicts Review",
"rows": 3,
"limit": 500
}
|
| 7/27/2026 8:48 PM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 3 row(s) from Approval Queue Aging to PDF.
Details{
"title": "Approval Queue Aging",
"rows": 3,
"limit": 500
}
|
| 7/27/2026 8:42 PM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 5 row(s) from Time Detail to PDF.
Details{
"title": "Time Detail",
"rows": 5,
"limit": 500
}
|
| 7/27/2026 8:41 PM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 3 row(s) from Intake Pipeline to PDF.
Details{
"title": "Intake Pipeline",
"rows": 3,
"limit": 500
}
|
| 7/27/2026 8:40 PM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 1 row(s) from Matter Roster to PDF.
Details{
"title": "Matter Roster",
"rows": 1,
"limit": 500
}
|
| 7/27/2026 12:58 PM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000001 |
Generated engagement letter draft Northstar-Renewable-Logistics-engagement-letter.docx.
Details{
"fileName": "Northstar-Renewable-Logistics-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/27/2026 11:39 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000001 |
Generated engagement letter draft Northstar-Renewable-Logistics-engagement-letter.docx.
Details{
"fileName": "Northstar-Renewable-Logistics-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/27/2026 5:25 AM | Ima User imauser@twodumbdogs.com | AttachmentLink.Opened |
Submission S-00000001 | Opened attachment link Counterparty diligence packet. |
| 7/27/2026 4:41 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 7/26/2026 6:57 PM | Ima User imauser@twodumbdogs.com | AttachmentLink.Opened |
Submission S-00000002 | Opened attachment link Buyer questionnaire. |
| 7/26/2026 5:18 PM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 3 row(s) from Intake Pipeline to PDF.
Details{
"title": "Intake Pipeline",
"rows": 3,
"limit": 500
}
|
| 7/26/2026 4:22 PM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 5 row(s) from Time Detail to PDF.
Details{
"title": "Time Detail",
"rows": 5,
"limit": 500
}
|
| 7/26/2026 3:46 PM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000002 |
Generated engagement letter draft Beacon-Family-Office-engagement-letter.docx.
Details{
"fileName": "Beacon-Family-Office-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/26/2026 9:39 AM | Ima User imauser@twodumbdogs.com | AttachmentLink.Opened |
Submission S-00000003 | Opened attachment link Transition checklist. |
| 7/26/2026 8:40 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000003 |
Generated engagement letter draft Meridian-Health-Partners-engagement-letter.docx.
Details{
"fileName": "Meridian-Health-Partners-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/26/2026 6:24 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000002 |
Generated engagement letter draft Beacon-Family-Office-engagement-letter.docx.
Details{
"fileName": "Beacon-Family-Office-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/26/2026 6:18 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000003 |
Generated engagement letter draft Meridian-Health-Partners-engagement-letter.docx.
Details{
"fileName": "Meridian-Health-Partners-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/26/2026 4:21 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 7/26/2026 4:16 AM | Ima User imauser@twodumbdogs.com | Report.ExportedPdf |
SavedViewDefinition |
Exported 3 row(s) from Approval Queue Aging to PDF.
Details{
"title": "Approval Queue Aging",
"rows": 3,
"limit": 500
}
|
| 7/25/2026 8:31 PM | Ima User imauser@twodumbdogs.com | AttachmentLink.Opened |
Submission S-00000003 | Opened attachment link Transition checklist. |
| 7/25/2026 7:25 PM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000003 |
Generated engagement letter draft Meridian-Health-Partners-engagement-letter.docx.
Details{
"fileName": "Meridian-Health-Partners-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/25/2026 2:39 PM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000001 |
Generated engagement letter draft Northstar-Renewable-Logistics-engagement-letter.docx.
Details{
"fileName": "Northstar-Renewable-Logistics-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/25/2026 12:29 PM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000002 |
Generated engagement letter draft Beacon-Family-Office-engagement-letter.docx.
Details{
"fileName": "Beacon-Family-Office-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/25/2026 8:51 AM | Ima User imauser@twodumbdogs.com | AttachmentLink.Opened |
Submission S-00000001 | Opened attachment link Counterparty diligence packet. |
| 7/25/2026 8:47 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000002 |
Generated engagement letter draft Beacon-Family-Office-engagement-letter.docx.
Details{
"fileName": "Beacon-Family-Office-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/25/2026 7:44 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000001 |
Generated engagement letter draft Northstar-Renewable-Logistics-engagement-letter.docx.
Details{
"fileName": "Northstar-Renewable-Logistics-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/25/2026 7:22 AM | Ima User imauser@twodumbdogs.com | AttachmentLink.Opened |
Submission S-00000002 | Opened attachment link Buyer questionnaire. |
| 7/25/2026 6:21 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000003 |
Generated engagement letter draft Meridian-Health-Partners-engagement-letter.docx.
Details{
"fileName": "Meridian-Health-Partners-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/25/2026 3:52 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 7/25/2026 2:42 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000001 |
Generated engagement letter draft Northstar-Renewable-Logistics-engagement-letter.docx.
Details{
"fileName": "Northstar-Renewable-Logistics-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/24/2026 3:19 PM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000001 |
Generated engagement letter draft Northstar-Renewable-Logistics-engagement-letter.docx.
Details{
"fileName": "Northstar-Renewable-Logistics-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/24/2026 12:36 PM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000002 |
Generated engagement letter draft Beacon-Family-Office-engagement-letter.docx.
Details{
"fileName": "Beacon-Family-Office-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/24/2026 10:02 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000001 |
Generated engagement letter draft Northstar-Renewable-Logistics-engagement-letter.docx.
Details{
"fileName": "Northstar-Renewable-Logistics-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/24/2026 8:25 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000002 |
Generated engagement letter draft Beacon-Family-Office-engagement-letter.docx.
Details{
"fileName": "Beacon-Family-Office-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/24/2026 6:51 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000003 |
Generated engagement letter draft Meridian-Health-Partners-engagement-letter.docx.
Details{
"fileName": "Meridian-Health-Partners-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/24/2026 6:31 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000003 |
Generated engagement letter draft Meridian-Health-Partners-engagement-letter.docx.
Details{
"fileName": "Meridian-Health-Partners-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/24/2026 3:45 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 7/23/2026 3:08 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 7/22/2026 2:37 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 7/21/2026 4:17 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000002 |
Generated engagement letter draft Beacon-Family-Office-engagement-letter.docx.
Details{
"fileName": "Beacon-Family-Office-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/21/2026 4:17 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000003 |
Generated engagement letter draft Meridian-Health-Partners-engagement-letter.docx.
Details{
"fileName": "Meridian-Health-Partners-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/21/2026 4:17 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000002 |
Generated engagement letter draft Beacon-Family-Office-engagement-letter.docx.
Details{
"fileName": "Beacon-Family-Office-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/21/2026 4:17 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000003 |
Generated engagement letter draft Meridian-Health-Partners-engagement-letter.docx.
Details{
"fileName": "Meridian-Health-Partners-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/21/2026 4:17 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000001 |
Generated engagement letter draft Northstar-Renewable-Logistics-engagement-letter.docx.
Details{
"fileName": "Northstar-Renewable-Logistics-engagement-letter.docx",
"format": "pdf",
"templateId": null
}
|
| 7/21/2026 4:17 AM | Ima User imauser@twodumbdogs.com | EngagementLetter.Generated |
Submission S-00000001 |
Generated engagement letter draft Northstar-Renewable-Logistics-engagement-letter.docx.
Details{
"fileName": "Northstar-Renewable-Logistics-engagement-letter.docx",
"format": "docx",
"templateId": null
}
|
| 7/21/2026 4:06 AM | Ima User imauser@twodumbdogs.com | AttachmentLink.Opened |
Submission S-00000001 | Opened attachment link Counterparty diligence packet. |
| 7/21/2026 4:06 AM | Ima User imauser@twodumbdogs.com | AttachmentLink.Opened |
Submission S-00000003 | Opened attachment link Transition checklist. |
| 7/21/2026 4:05 AM | Ima User imauser@twodumbdogs.com | AttachmentLink.Opened |
Submission S-00000002 | Opened attachment link Buyer questionnaire. |
| 7/21/2026 12:50 AM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|
| 7/20/2026 9:20 PM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 2 maintenance rule(s); 2 active alert match(es).
Details{
"rules": [
"Approaching archive threshold",
"Archive recommended"
],
"activeAlerts": 2
}
|
| 7/19/2026 11:40 PM | CMIForge Scheduler system@cmiforge.com | MaintenanceRules.Run |
System |
Ran 1 maintenance rule(s); 0 active alert match(es).
Details{
"rules": [
"Maintenance overdue"
],
"activeAlerts": 0
}
|