History of user access to a document in DMS

Modified on Wed, 5 Apr, 2023 at 5:56 PM


Article reserved for the accounting firm's practitioner 


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



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