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How do I access the Full Audit Trail for a contract?

ContractSafe's audit trail shows a chronological record of activities that occurred on a contract

Access the Full Audit Trail

Users with the required audit-trail permission can open the full history for a contract:

  • Open the contract.
  • Scroll to the Activity section near the bottom of the Contract Page.
  • Select the audit-trail button or activity-details icon.

audittrailors

 Note: Only Account Administrators and Account Owner can access the contracts' Audit Trails.

Review audit details

The Full Audit Trail displays a chronological list of activities. Depending on the event, you may see:

  • The activity date and time.
  • The action or event type.
  • The field or information that changed.
  • The previous value and new value, shown as From → To.
  • The user who performed the action, shown as By.
  • Download or email-sharing events.

You can Filter the view according to your needs to only see the data that is relevant to you. 

Download a filtered CSV

To export the audit data:

  1. Apply the filters you need.
  2. Scroll to the bottom of the audit-trail page.
  3. Select the Download CSV button.

Tip: You also have a quick way of auditing the recent changes made on the account by viewing the Recent Activity Tab: What is the Recent Activity tab? 

In the audit trail, some automated actions may appear as done by the Account Owner. We are working towards changing this in future iterations of ContractSafe.

Please reach out to support@contractsafe.com for any questions.