How to Create Audit logs using My History, Folder History or System Audit Logs

Auditing? If This Folder Could Talk!

GreenFolders® auditing takes the guesswork out of tracking down who did what and when within each folder. By using My History, Folder History, and/or System Audit logs, a wide variety of actions performed by users can be tracked and reviewed.

My History

GreenFolders tracks each user’s individual actions and displays the last 25,000; you read that right, the last 25,000 actions. If you forgot which folder you assigned that last task in, or which folder you added the last document to, access the Main Menu via the GreenFolders button in the upper left hand corner of the main window, and select “My History”.

Figure 1 – My History

A Search tool is located in the upper left hand corner of the My History window to help you find the information you are looking for. Also, there are action buttons to Print, Export, or change the Columns of the results listed. (The Tools and Action Buttons are available with all Auditing windows. Select the Advanced button – in orange – to select by date range).

Figure 2 – Search Tool, Action Buttons

Folder History

Within each folder, actions of each user that may have looked at, modified, added to, deleted from or assigned the folder/task, and more, are logged and available for everyone to see right within the folder itself. To view the history of the folder, open the folder, click on the Folder Menu and select “View History”.

Figure 3 – Folder History

System Audit Logs

For those users that have Administrative rights, auditing is available; for both configuration -actions and changes and those performed within each Application.

System Audit Log

To review audit logs for actions performed to the configuration, log in as an Administrator. Click on the GreenFolders button in the upper left hand corner and select “Configuration”. Once you have accessed the configuration menu, located beneath the GreenFolders heading, select “Auditing”.

Figure 4 – System Audit Log

Application Auditing

To identify items that are being audited in each Application, click on “Auditing” located beneath each application. The right side of the screen will reveal all items that are presently being audited within each folder. Auditing on each action can be deselected by unchecking the box of the action.

To identify actions that have occurred within that selected application; i.e. certain user’s actions, actions made within a specific folder, actions made on a certain date, click on the button located in the bottom right hand corner labeled “View Auditing Logs”.

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Please contact Title iO Technical Support at 801-290-8585 ext. 2 or support@titleio.com for further assistance. Title iO, LLC and its successors and assigns makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions.