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How to view Audit Trail and download them in PDF/CSV?

Bhavin P

Last Update hace 5 meses

For a Document:

1. Navigate to 'Document Summary' and select more options under actions column

2. Click on 'Audit History' to download the PDF copy of the audit trail for the selected document

Complete Audit Trail:

3. Navigate to the top-right of the toolbar and click on User info icon and then click on 'Audit Trail'

4. A new window will open with filter options for date range, project, document type and user to generate the audit trail

5. Enter the filter criteria and click 'Search' to list the audit trail details.

6. Click on 'PDF' or 'CSV' icons to download the files in respective formats

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