How to use Full Audit of a document

Leo Comia Updated by Leo Comia

The Full Audit feature allows you to generate a comprehensive report detailing the entire history of a document. This is especially useful for tracking changes, user actions, and overall document lifecycle events.

Permissions Required: Prompt Admin or Admin

Steps to Generate a Full Audit Report

  1. Open the Document Information panel:
    • Locate the document you want to audit.
    • Click the (i) icon to access the Document Information panel.
  2. Access the History tab:
    • In the Document Information panel, click on the History tab.
    • This tab displays a timeline of all actions performed on the document.
  3. Generate the Full Audit report:
    • Click the Full Audit button within the History tab.
    • The system will generate an Excel file containing the full audit trail of the document.
  4. Receive the report:
    • Once generated, the Full Audit report will be sent to your registered email address.
    • Open the Excel file to view detailed logs including timestamps, user actions, and changes.

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