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4.2. Perform Audits

Perform Audits

Audit a Single Document's Events

Here's a quick video:  Viewing the Audit Trail of a Document in Worldox

To view the activity or events that have occurred with a specific file:
  • Right-click on the desired file and select Audit -> File
  • The Worldox – Audit Trail History window will appear and immediately start to scan and process the activity that has occurred on this specific file – this includes saves, launches, if the document was renamed or restored, added to, copied, checked-out, edited, etc.
  • Double click on any entry to get specific details about the action of that entry

If you need to adjust the time range of the audit then hit the "Find" button at the top left. A new window will appear with the search criteria for your document. Simply adjust the date range and re-run the search.

Audit based on the Events (not specific to any one document)

You may wish to perform an audit on the documents based on the events that have occurred with them.  For example, you might want to find all documents that have been deleted, or all documents that have been saved.

To perform an audit based on the various events or activities performed on multiple documents:

  • Select "Audit -> Search" in your Worldox Menus

  • This will open the Audit Search Window:

  • Select the date range in which you wish to search along with the cabinet(s) and any applicable profile groups.

  • Select the "Events" button and the list of events will appear:

  • Select the event(s) you wish to search

  • Select the OK button.

  • This will perform the search and list all events matching your criteria in the window:

  • If you'd like to see more details about those events, you can simply double click on an entry.  This will open another window which will display the details of this particular audit trail record.

Audit based on the User (not specific to any one document)

You may wish to perform an audit on the documents based on the use who has done the work.  For example, you might want to find all documents that .

To perform an audit based on the various events or activities performed on multiple documents:

  • Select "Audit -> Search" in your Worldox Menus

  • This will open the Audit Search Window:

  • Select the date range in which you wish to search along with the cabinet(s) and any applicable profile groups.

  • Select the "Users" button and the list of Users will appear:

  • Select the user(s) you wish to search

  • Select OK

  • This will perform the search and list all events matching your criteria in the window:

  • If you'd like to see more details about those events, you can simply double click on an entry.  This will open another window which will display the details of this particular audit trail record.

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