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Audit and Track Information with DocuWare

Author: Ruban Rajasooriyar

How often do you need to audit and track information in your business? Whether it’s ensuring your company meets compliance guidelines or need some analysis about document usage and access.  New auditing features mean you can always see what’s going on in your DocuWare system.

The current Version 7 of DocuWare contains a new component to audit and track information. With the appropriate authorisation, users can see which document or filing cabinet has been accessed, (just like being able to who’s taken a key and unlocked a physical filing cabinet in the office) what settings have been changed or when specific documents were stored.  Users can even see who deleted a document and when.

Audits are also available on the filing cabinets, organisation (how your business account is set up in DocuWare) and system levels (IT).

All audit reports can be downloaded in universal CSV format and used for evaluation.

  1. Audits on document level

In the following example, tasks are tracked along with the date, time and user.  A list of the actions (events), such as store, index change, print, annotate can also be seen.

Audit and track information

  1. Audits on filing cabinets, organisation and system levels

On these levels, all events are also tracked with date, time, and user. Here are some possible scenarios:

  • Filing cabinet: New index fields, changes to search and store dialogs as well as result lists, new filing cabinet profiles. Also all document events within the filing cabinet.
  • Organisation: New configurations and changes to existing configurations, user login and logout (disabled by default).
  • System: Changes to server settings, changes to schedules for automatic processes such as transfer, deletion policies and synchronisation.

Audit and track information

To know more on how to audit and track information using DocuWare, get in touch and a member of the team will be happy to help.

Contact us now for more information 0161 647 7040