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,
.
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.