Run vault audit report

If you have the Admin - Company Vault Audit administration right, you will be able to view a history of when certain changes (file uploads, downloads, deletions or file relocations) were made in the company Vault and by whom.

To search for a history of changes to the Vault:

1. From the main menu, select Administration > File Management > The Vault.

   The Vault appears in a separate window, defaulting to the Inbox.

2. Click Audit Search.

   The Audit Search screen appears.

3. Use the following parameters to narrow the results of your search:

   Employee ID. To restrict the search to a particular individual, enter their unique employee ID in the field.

   Employee First name/Employee Last name. To restrict the search to a particular name, enter the full or partial name in the fields. For example, ‘dan’ as a first name would return account holders with names beginning with Dan, such Daniel or Danny. Entering ‘%dan’ returns names containing dan, such as Daniel or Brendan.

   Start Date/End Date. Set a date range for the period you want to review.

   Execution Range. An alternative to using the Statement Period or State Date/End Date fields, this option allows you to search using one of several typical date ranges, for example, today, yesterday, current calendar week, last 28 days. Note: This option only appears if the Statement Period or State Date/End Date fields exist.

   File Name. To restrict the search to a particular file, enter the full or partial file name. For example, ‘te’ would return file names beginning with Te, such Test. Entering ‘%te’ returns names containing te, such as Rated.

   Action Performed. This option restricts the search to a particular action type or allows you to select all action types.

   Folder. This option restricts the search to a particular Vault folder or allows you to select all folders.

4. Click Search.
5. To sort your results alphabetically or numerically, click the column heading and a sort indicator ( or ).
6. To search your results for a particular value, click the Filter option that appears above the results list and type a value in the All Results field. Note: You can search for a value in any column.