Partnership Banner: History and Documents

Partnership Banner

The Banner of a Partnership record will display a number of icons that can be used to access, further populate and maintain the record.

History

• Select the History icon to access a history of capital contribution (additions and withdrawals) with either the Audit Trail or Tracking tabs.

Whereas the Audit Trail provides a history of events regarding the Partnership, selecting the Tracking tab presents a list of capital contributions across time.

Documents

• Select the Documents icon to access Partnership related documentation.