Overview

This article explains how to use the Draw History feature to view an aggregated record of all transferred draws and how to export this information for your records. This is designed for users who need to track draw activity over time and want to download draw history in a familiar Excel format.

1. What is Draw History?

Draw History provides an aggregated view of all draws that have been transferred for a deal or project. This feature allows you to:

• See a summary of all previous draw requests and adjustments.

• Track the progression of funding over multiple draws.

• Access a familiar, spreadsheet-style record for easy review and reconciliation.

2. Viewing Draw History

1. Navigate to the relevant deal or draw in your platform.

2. Locate the Draw History section.

   • Here, you’ll see a list of all draws that have been transferred so far, including draw request amounts and any adjustments.

   • For example, if you are on Draw 3, you’ll see the details for Draw 1, Draw 2, and Draw 3 in one aggregated view.

3. Exporting Draw History

1. In the Draw History section, look for the option to Download Draw Package.

2. Click to download the package, which includes an Excel file containing your complete draw history.

   • This Excel file mirrors the information shown in the platform and is especially useful for customers who previously tracked draw history in spreadsheets.

3. You can also export draw history at the Sources and Uses deal level for a broader view.

   • The exported Excel from this level will show the same data, minus columns specific to the current draw.

Note: The exported Excel file is designed to be familiar and easy to use for anyone accustomed to spreadsheet-based tracking.

FAQ

Q1: What information is included in the Draw History export?
A: The export includes all transferred draws, draw request amounts, and adjustments in an Excel format.

Q2: Can I export draw history for the entire deal, not just a single draw?
A: Yes, you can export draw history at the Sources and Uses deal level for a comprehensive view.

Q3: Is the exported Excel file formatted like the in-platform view?
A: Yes, the Excel file closely matches the Draw History view in the platform.

Q4: Who can access and export draw history?
A: Users with access to the relevant deal or draw can view and export draw history.

Q5: Can I use the exported file for reconciliation or reporting?
A: Absolutely—the Excel format is ideal for reconciliation, reporting, and sharing with stakeholders.