Skip to main content

Viewing Activity Logs

How to navigate, search, and use the Activity Logs interface

Activity Logs provide a tamper-evident audit trail of all key actions in your Docupath tenant. Use them to answer "who did what, where, and when."

Two controls narrow the table, and they work independently. The Search bar above the table looks up specific entries by keyword. The Filters panel narrows the table by organization and by date. Use either on its own, or both together.

What you see in the log is scoped to you. Admins see the whole tenant, Managers see the organizations they manage, and a custom role granted Activity Logs read access sees only the entries its existing organization and module access already covers.


When to Use

  • Investigating unexpected outcomes (e.g., a document was approved but shouldn't have been)

  • Compliance reporting and audit preparation

  • Troubleshooting configuration changes

  • Auditing user actions across the tenant

  • Establishing which organization a change affected


Prerequisites

  • Read access to Activity Logs. The module is view only for everyone, including admins

  • Access to the organizations whose activity you need to review. Entries for organizations you cannot access are not shown

Note: Of the built-in roles, only Admin and Manager can open Activity Logs. To give anyone else access, an Admin creates a custom role and explicitly enables Activity Logs read permission. An Admin then sees every entry in the tenant, a Manager sees the organizations they manage, and a custom role sees only what its own read access already covers.


Steps

1. Click the dropdown arrow (▾) next to your user avatar in the top-right corner of the screen to open the main menu.

2. Click Activity logs.

3. Click Filters, to the right of the Search bar above the table, to open the filter panel.

4. Expand Organizations and select the organizations you want to review. Use the Search box to narrow a long list, Select All to take everything at once, or Unassigned to pick up tenant-wide entries, the ones shown as All organizations in the Organization column. Sub-organizations are nested under their parent, so you can select a parent, individual children, or any combination. Leave the section untouched to include everything you have access to.

5. Expand Date and click the Start & end date box. In the Select start and end date dialog, use the month and year dropdowns above each calendar, pick the start date on the left calendar and the end date on the right, then click Save. Start narrow (e.g., last 7 days) and widen only if needed.

6. Click Apply to commit the filters to the table. Use Cancel to close the panel without changing the active filters, or Clear all to reset every filter.

7. Use the Search bar above the table to look up specific entries by:

  • User name

  • Action keyword (e.g., "Approve", "Role", "Retention")

  • Entity or object name

8. Review the log table:

Column

Description

Date and time

Timestamp of the action

User

The user who performed the action

Activity

Description of what was done

Organization

The scope affected - a named organization, or All organizations for a tenant-wide change

9. Click the expand control (▾) on any entry to reveal before/after values for configuration changes.

10. Copy entries as needed for support tickets, audit notes, or compliance reports.


Expected Outcome

Clear visibility into who performed what action, when, and against which organization, with before/after context for configuration changes. Applied filters narrow the table to the selected organizations and date range.


Common Issues

Issue

Cause

Resolution

Too many results returned

Overly broad date range

Open Filters and narrow the Date range to a shorter window

Filter selections have no effect

The panel was closed without applying

Reopen Filters, make the selections, and click Apply

An expected organization is not selectable

You do not have access to that organization

Ask an Admin to grant access, or have an Admin run the review

An expected entry is missing entirely

The entry is outside your access scope

Confirm with an Admin. You only see entries for modules you can read and organizations you can access

The date range did not stick

The dialog was closed without saving

Reopen the Start & end date box, select both dates, and click Save

Missing expected events

Searching only by person

Search by action keyword as well to catch all relevant entries

Incomplete understanding of a change

Skipping the expand control

Always click to expand entries to see before/after values


Notes

  • Activity logs are tamper-evident and cannot be modified or deleted.

  • All organizations in the Organization column marks a tenant-wide change, not a change applied separately to every organization.

  • Two users reviewing the same period can legitimately see different entries, because visibility follows each user's own access.

  • Activity Logs is not open to the Reviewer, Validator, or Reviewer and Validator roles. Access for anyone outside Admin and Manager requires a custom role with Activity Logs read permission.

  • Log retention is tied to the tenant's data retention policy.

  • For long-term compliance requirements, export critical entries to an internal audit repository.

Did this answer your question?