Article reserved for the accounting firm's practitioner
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Which activities and information are logged for the user accesses of a document?
The following activities on the document are logged:
Previewing a document from the Documents application
Previewing a version of the document from the Documents application
Downloading the document from the Documents application
Downloading a version of the document from the Documents application
Sending the document by email from the Documents application
Activating the confidentiality of the document
Deactivating the confidentiality of the document
Adding a client user access to a confidential document
Deleting a customer user access to a confidential document
For each of the above activities, the following information is displayed:
The date of the activity
The author of the activity
The type of document impacted by the activity
The name of the activity
The user impacted by the activity
How to access to user access history of a document?
To find out the user access history of a document :
Select the company
Click on the document
Click on "Access history" icon
It is also possible to:
Filter on the author of the activity
Filter on the user impacted by the activity
Sort
Move the columns
