Audit trail

In simple words

Audit trail is part of Legal & Documents. Recorded in the central audit log. You do not have to do anything for it to work — this guide shows you where to see it.

Where it fits in your work — Approve. It follows the approval workflow for its type.

Before you start

• You need to be signed in to your company's workspace. Legal & Documents appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Audit trail belongs to Control in Legal & Documents. Recorded in the central audit log.

How it works

1. 1

   Step 1

   Open Legal & Documents

   Sign in and open the Legal & Documents panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Nothing to set up

   Audit trail works on its own. Recorded in the central audit log.

3. 3

   Step 3

   See it at work

   Open “Legal Documents Overview” — the screen on the right is where its effect shows.

Tips

• You can use more than one filter together (From, To) to see exactly the records you want.
• The search box accepts: Search documents by title…. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Legal & Documents → Nothing to set up → See it at work

What it connects to

• HR & Payroll

  Employment documents.

• Digi Locker

  Store signed originals securely.

• SOPs & Policies

  Policies that need a signature.

What you will see on this screen

These are the parts of the Legal Documents Overview screen, exactly as they appear in the product.

Why use Legal & Documents

Legal & Documents replaces document generation & e-signature tools, on the same login and the same data.

• Professional documents in minutes, from templates
• A clear record of who approved and signed what
• Approval chains per document type
• Everything in one library, with history

Who uses Legal & Documents

• Legal & admin

  Maintain templates, workflows and the document register.

• Document authors

  Create documents from approved templates.

• Approvers & signers

  Review, approve and sign.

• Everyone else

  Read documents shared with them.

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