Audit Trail Process

To retrieve the audit trail, follow the steps below.

1. On the Audit Trail screen, specify a parameter from the available dropdown options i.e., Documents, Deleted Documents, Folders, Placeholders, and Users.
2. Click on the Actions Taken dropdown and select or deselect actions by clicking on their respective checkboxes.
3. Specify one or multiple users in the Select Created By box.
4. Add the From and To dates by clicking on the calendar icon.
5. Add Document IDs separated by commas to retrieve data restricted to the specified document IDs.
6. Check the Include Revisions checkbox for the Documents and Deleted Documents parameter.
7. Click on the Apply button.

   

8. The Audit Trail screen displays data based on the applied filters and parameters.

Note: Refer to the sections below to understand filters, parameters, and other actions within the Audit Trail modal.