Yes, it's possible going forward, and there are a number of ways to accomplish this. You could write an agent that runs monthly and creates copies of the required documents on a different form and view, or you could make monthly copies of the whole database. Or, you could redesign the existing form in such a way that it captures existing data at every change of state. Which approach you choose just depends on your current database and your needs. If you are wanting data from months prior to today, you may have to restore some of your backups.

Yes, it's possible going forward, and there are a number of ways to accomplish this. You could write an agent that runs monthly and creates copies of the required documents on a different form and view, or you could make monthly copies of the whole database. Or, you could redesign the existing form in such a way that it captures existing data at every change of state. Which approach you choose just depends on your current database and your needs. If you are wanting data from months prior to today, you may have to restore some of your backups.