Access a Document Audit Trail

Access an Individual Document’s Audit Trail

To access an individual document’s audit trail:

1. From the Actions menu in the Library or Doc Info page, select Audit Trail. Events appear in reverse chronological order, with the most recent events first.
   
2. Optional: To change the audit trail filter, select an option from the drop-down, or click Add filter to add additional filters. Click Apply to apply the filters..
3. Optional: To download the audit trail, select Export to Text or Export to PDF from the Actions menu.
4. When finished viewing the audit trail, click Close

Filter an Audit Trail

By default, the audit trail is filtered by Timestamp with a date range of all.

To change or add filters for an audit trail:

1. To filter by event date and time, select Timestamp from the filter dropdown, select is in the last or is in the range, and select the desired date range.
2. To filter by event type, select Event and select the desired events.
3. To filter by the user associated with the event, select User from the filter drop-down and select the desired users. You can select multiple individual users, but not user groups.
4. Click Add filter to add any of the remaining filters (Timestamp, Event, or User) and update their filter criteria as needed.
5. Click Apply to apply the selected filters and view the matching audit trail events.

Export an Audit Trail

To export an audit trail, select Export to Text or Export to PDF from the Actions menu () in the audit trail dialog box.

CSV Exports

The exported .CSV file shows information in a slightly different format. For example, the .CSV file separates the details of each event into individual columns.

PDF Exports

When you export as PDF, Vault adds page numbers and a cover page to the PDF. All audit histories and audit trails use the same Audit Export Cover Page template.