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Audit Trails And History Tutorial

Audit Trails and Data History are important for variety of reasons including security, compliance and preventing fraudulent activities. Find out more with The Importance of Audit Trails

In this article we will exame all the types of audit trails available to you on Octoforms

Audit Trail Types

  • Email Audit Trail - Track emails sent from Octoforms or via Campaigns
  • User Logins - Track when Users logged into your company
  • Unsubscribed Users - Users that have unsubscribed from receiving emails on your company
  • Form History - Track any changes made on Dynamic Form Templates
  • Document History - History of your files and folders
Travel Reports Filter

Email Audit Trail

To view Your Document History upload a File to a Folder, Click the 3 Dots Icon and choose View History which will show all your History on that File

Travel Reports Filter
Travel Reports Filter

User Logins

To view when Users logged into your Company, log into Octoforms. and go to Admin > User Logins to see who and when.

Unsubscribed Users

To view which users unsubscribed to your Company via Campaigns, Log into Octoforms and got to Admin > Unsubscribed Users

Travel Reports Filter
Travel Reports Filter

Form History

To view any changes make to Dynamic Forms log into Octoforms. Select the Form Template you want to view. Search for the form. Click the 3 Dots Icon and select View History which will show all changes over time. Select the History you want to view to see all the form changes.

View History List

Travel Reports Filter

View Form History

Travel Reports Filter

Document History

To view Your Document History upload a File to a Folder, Click the 3 Dots Icon and choose View History which will show all your History on that File

Travel Reports Filter

View Document History

Travel Reports Filter