Save drafts and records
When editing Diligent Equity automatically saves your cap table as a draft every few seconds. However, some actions require you to save the cap table as a record. A retrievable version of the cap table is saved and won't be erased. The recorded version is shared with the other authorized users of the cap table.
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Go to your tool bar and select Save Record.
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In the Save dialog box you can to add a comment to describe to change or update.
The comment will be displayed when you view the saved record version.
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Select Save.
View saved versions
Select Versions in your navigation bar to view your saved versions of the cap table, this acts as an audit trail or record of changes. For more information go to View and restore saved versions.
