Viewing the History of Activities for a Work Area or Folder (Audit Trail)

Audit trail provides you with a list of all activities that have taken place for the selected work area or folder and the documents at the root of that work area or folder. Your administrator determines which activities are recorded, and also whether or not you have permissions to see the audit trail at all.

An audit trail record is created as an action takes place. You can view a folder's audit trail report by selecting the Audit Trail tab on the Properties dialog for the selected work area or folder. You can customize the report, print it, or save it to a file.

Note: Whether or not the Audit Trail tab appears on the Folder Properties dialog is determined by the user setting, Audit Trail > Show Audit Trail tab in Folder properties.

Viewing the Report

Open the Properties dialog for a folder or work area (Folder > Properties).
Select the Audit Trail tab.

Printing the Report

On the Audit Trail tab, click Print.
The system printer's Print dialog opens for you to print the audit trail report of the selected folder or work area.
(Optional) Change the print settings as needed.
Click OK.

Saving the Report

On the Audit Trail tab, click Save.
The Save As dialog opens.
Enter a name for the audit trail report file and select the file type to save it as.
You can save the report to an HTML file, or to either a tab separated or aligned text file.
Click Save.

Customizing the Report

On the Audit Trail tab, click Customize.
The Custom Report dialog opens with the Objects tab selected.
Turn on Include Document Records if you want to include all of the documents within the folder(s) in the report.
Turn on Include Subfolders if you want to include all subfolders within the folder(s) in the report.
Click OK.

Tip: For information about using the other tabs in the Customize Report dialog, see Viewing the History of Activities for a Document (Audit Trail), as the procedures are basically the same for documents as they are for work areas and folders.

Note: When customizing the audit trail report for folders, you only have to set the options once in the Customize Report dialog, and it will be applied to all folder audit trail reports you generate, until you change the settings on the Customize Report dialog again. The settings on the Customize Report dialog for folder audit trail do not affect the settings on the Customize Report dialog for document audit trail.