Overview
On this report, you can see every action that has been done on the current Room, along with additional information such as date, the user who performed the action, IP address, etc. Admins or users having See Activity Report permission can access this log.
There are different filters which can be applied to this report. You can set one or more filters at the same time and after filters are set, just click on "Refresh Report".
Getting There
You can get to this report in two ways:
- On My Rooms, right click on the room's name and select "Activity Report" (this is only valid for Admin users)
- On the room, under Manage > Reports menu, select "Activity Report".
Filter Types
Date Range
You can filter activity log to display all actions that were performed during a customized date range.
You can also select any of the available links to set the date range to the "Last 24 Hours", "Last 72 Hours", "Last Week" or "Last Month".
Activity Type
All actions logged are grouped by Activity Type, depending on which Activity Types are checked, the actions that will be displayed in the report may vary.
This is a list of all the actions being logged in the system, with its corresponding description
| Activity Type | Actions Logged | Description |
| Room Logins | Open | A room is opened |
| Index View is opened | ||
| Room Compare is opened | ||
| Dashboard is opened | ||
| Open My Subscriptions | ||
| Open My Downloads | ||
| Open Document Requests | ||
| New/Change Documents |
New Document | A new document is uploaded |
| Link Document | During upload, a document is linked to the folder it was uploaded to | |
| Move Document | Document(s) are moved from one folder to another | |
| Copy Document | Document(s) are copied from one folder to another | |
| Delete Document | A document is deleted by the user or when Automated Document Deletion mode is On Note: when deleted by Automated Document Deletion mode, 2 Delete Document entries are logged. One log for deleting/removing from the folder and second log for deleting the document itself (the second time folder is empty) |
|
| Restore Document | After a document was deleted, it was restored. This applies to docs restored from Recycle Bin and also to orphan docs restored through Manage Orphan Documents page | |
| Rename Document | A document is renamed | |
| Mark as Unread | A document is marked as unread | |
| New Document Version | A new version is added to a document | |
| Delete Document Version | A doc version is deleted by the user or when Automated Document Deletion mode is On | |
| Restore Document Version | A deleted doc version is restored | |
| Quarantine | Manually Quarantine a document | |
| Unquarantine | Manually Unquarantine a document | |
| Redaction changed | A redaction was added/changed/removed from a doc | |
| New/Change Folders | New Folder | A new folder is created in the room itself or through Index View/Room Compare |
| Rename Folder | A folder is renamed in the room itself or through Index View/Room Compare | |
| Move Folder | A folder is moved | |
| Delete Folder | A folder is deleted in the room itself or through Index View/Room Compare | |
| Restore Folder | A deleted folder is restored | |
| Document Viewing | Review Document | A document is viewed |
| Document/Folder Downloads | Document Download Native | Native version of a document is downloaded in the room itself or through Index View/Room Compare |
| Document Download PDF | PDF version of a document is downloaded in the room itself or through Index View/Room Compare | |
| Document Tagging/Coding |
Document Tagged | A document is tagged |
| Document Untagged | A document is untagged | |
| Document Coded | A code is added to a document | |
| Document Uncoded | A code is removed from a document | |
| New Custom Field Value | A Custom field value is added | |
| Delete Custom Field Value |
A Custom field value is deleted |
|
| Update Custom Field Value | A Custom field value is updated | |
| Document Notes | New Note | A new note is added to a document |
| Edit Note | A note is edited | |
| Delete Note | A note is deleted | |
| Document Requests | New Request | A new document request is created |
| Changed expiration date by owner | Expiration date on a document request is changed | |
| Closed by Owner | A document request is closed by its owner | |
| Reactivated by Owner | A document request is reactivated by its owner | |
| Closed by recipient | A document request is closed by a recipient | |
| Searches | New search | A new search is saved |
| Select Search | A search is selected and run | |
| Change Room Users | Add User | A user is added to a Room |
| Remove User | A user is removed from a Room | |
| Change user type | A user's type is changed (deprecated, kept for debugging purposes) | |
| Change User Group | A user's group is changed | |
| Change User Approver | A user's Approver status is changed | |
| Reject User | On a room requiring 2nd level approval, an invited user is rejected | |
| Approver User | On a room requiring 2nd level approval, an invited user is approved | |
| Change Expiration Date | A User's Expiration Date is changed | |
| Change Room Settings | New Room | A Room is created |
| Room Name Changed | Room's Name is updated | |
| Room Timezone Changed | Room's time zone updated | |
| Room Client Changed | Room Client is updated | |
| Room Matter ID Changed | Matter ID is updated | |
| Room Approval Required Changed | Require 2nd level approval option is checked or unchecked | |
| Room Override Folders And Files Changed | Upload files with same filename and folder path as a new version is checked or unchecked | |
| Room NDA Approval Required Changed | Require NDA option is checked or unchecked | |
| Room NDA Changed | NDA text is changed | |
| Room Suppress Alerts Changed | Turn off Room Alerts and Emails is checked or unchecked | |
| Room InheritRoomRoleFolderForSecondLevelFolder Changed | Inherit Room Role Folder For Second Level Folder is checked or unchecked | |
| Room Watermark Changed | Apply Watermarks to All Folders option is checked or unchecked | |
| Room Watermark Free Text Changed | Room's watermark free text is changed | |
| Room Watermark User Email Changed | Room's watermark user email option is checked or unchecked | |
| Room Watermark Current Date Changed | Room's Use Current Date as Watermark Text option is checked or unchecked | |
| Room Watermark Font Size Changed | Watermark Font Size is changed | |
| Room Watermark Transparency Changed | Watermark Transparency is changed | |
| Room Watermark Color Changed | Watermark Color is changed | |
| Room Process Extract Changed | Extract option is checked or unchecked | |
| Room Process PreCached Changed | Pre-Cache option is checked or unchecked | |
| Room Process Index Changed | Index option is checked or unchecked | |
| Room Process OCR Changed | OCR option is checked or unchecked | |
| Room Process Metadata Changed | Metadata option is checked or unchecked | |
| Room Process Hashcode Changed | Hashcode option is checked or unchecked | |
| Room Process Transcode Video Changed | Transcode Video option is checked or unchecked | |
| Room OCR Language Changed | OCR Languages options are checked or unchecked | |
| Room OCR Engine Changed | OCR engine is changed | |
| Room OCR all PDFs Changed | OCR PDFs containing text option is checked or unchecked | |
| Room Automated Document Deletion Mode Changed | Automated Document Deletion Mode is enabled or disabled | |
| Room Automated Document Deletion Days Flagged for Deletion Changed | Days Flagged for Deletion is changed (increased/decreased) | |
| Room Automated Document Deletion Days before Actually Deleted Changed | Days before Actually Deleted is changed (increased/decreased) | |
| Room Process Dedupe Changed | Execute Dedupe is enabled or disabled | |
| Room Process ETA Changed | Perform Email Thread Analysis is enabled or disabled | |
| Changed Room eDiscovery Mode | Room's Ediscovery mode option is checked or unchecked | |
| Change Room Tags | New Tag | A new Room or Personal Tag is created |
| Delete Tag | A Room or Personal Tag is deleted | |
| Rename Tag | A Room or Personal Tag is renamed | |
| Change Custom Fields |
New Custom Field Value | A document is assigned with a new Custom field |
| Update Custom Field Value | A custom field value is changed/cleared. | |
| Change Group Permissions | New Room Group | A new Room/Environment Group is created/copied |
| Add Room Group Permission | Permissions are added to Room/Environment Group | |
| Remove Room Group Permission | Permissions are deleted from Room/Environment Group | |
| Delete Room Group | A Room/Environment Group is deleted | |
| Rename Room Group | A Room/Environment group is renamed | |
| New Global Group | A new Global Group is created/copied | |
| Add Global Group Permission | A permission is added to Global group | |
| Remove Global Group Permission | Permissions are deleted from Global Group | |
| Delete Global Group | A Global Group is deleted | |
| Rename Global Group | A Global group is renamed | |
| New/Change Folder Subscriptions |
Change Subscribe Immediately Message | A user subscribes to/unsubscribes from Immediate folder alerts |
| Change Subscribe Daily Message | A user subscribes to/unsubscribes from Daily folder alerts | |
| Change Subscribe Weekly Message | A user subscribes to/unsubscribes from Weekly folder alerts | |
| Change Subscribe Message Recursive | A user subscribes to/unsubscribes from Recursive folder alerts | |
| Empty Recycle Bin | Empty Recycle bin | Recycle bin is emptied |
| Share Documents |
Share | A document was shared |
| Document Unshared | A document was unshared | |
| Change Share Allow Download Native | A shared doc was edited granting/removing Download Native permission | |
| Change Share Allow Download Pdf | A shared doc was edited granting/removing Download PDF permission | |
| Change Share Allow Download Watermarked | A shared doc was edited granting/removing Download Watermarked permission | |
| Change Share Expiration Date | The expiration date of a shared doc was edited | |
| Expedite Rules | New Expedite Rule | An expedite rule is created |
| Change Expedite Rule IsEnabled | An Expedite rule is enabled/disabled | |
| Change Expedite Rule Action Quarantine | As an action, checked/unchecked the option to Quarantine docs | |
| Change Expedite Rule Action Tag | As an action, added/edited/deleted tagging list | |
| Change Expedite Rule Action Email To | As an action, added/edited/deleted notification list | |
| Change Expedite Rule Step Uploader | Added/edited/deleted an uploader condition | |
| Change Expedite Rule Step Keyword | Added/edited/deleted a keyword condition | |
| Rename Expedite rule | An Expedite Rule is renamed | |
| Delete Expedite Rule | An expedite Rule is deleted | |
| Quarantine | Doc matches a rule with Quarantine action | |
| Document Tagged | Doc matches a rule with Tagging action | |
| Work Lists |
Add Work List | A new work list is added |
| Rename Work List | A work list is renamed | |
| Delete Work List | A work list is deleted | |
| New Work List Field | A new work list field is added | |
| Change Work List Field Title | The Name of a work list field is changed | |
| Change Work List Field Hidden | The Hidden option of a work list field is checked/unchecked | |
| Change Work List Field Required | The Required option of a work list field is checked/unchecked | |
| Change Work List Field Type | The Type of a work list field is changed | |
| Change Work List Field Is Choice | A work list item is changed from Pick List to Not Pick List | |
| Delete Work List Field | A work list field is deleted | |
| New Pick List Choice | A new pick list choice is added | |
| Change Pick List Choice Value | The Title of a pick list choice is changed | |
| Delete Pick List Choice | A pick list choice is deleted | |
| New Work List Item | A new work list item is added | |
| Edit Work List Item Field | A work list item is edited | |
| Hide Work List Item | A work list item is hidden/shown | |
| Delete Work List Item | A work list item is deleted | |
| New Document | A new document is attached to a list item | |
| Link Work List Item Attachment | During upload, a document is linked to the list it was uploaded to | |
| Productions | New Production | A New Production is created |
| Bates Number Production | A production is numbered | |
| Clear Bates | Bates are cleared on a production | |
| Prepare Production for Download | Documents on a production are produced | |
| Clear Production Folder | Production Folder is cleared | |
| Change Prefix | Prefix is changed on Production Settings | |
| Change Document Padding | Document Padding is changed on Production Settings | |
| Change Page Padding | Page Padding is changed on Production Settings | |
| Change Start Bates | Start Bates is changed on Production Settings | |
| Change Numbering Type | Numbering Type is changed on Production Settings | |
| Change Produce Native File Type | Produce Native File Type is changed | |
| Change Produce PDF | Produce PDF is checked/unchecked | |
| Change Produce Native | Produce Native is checked/unchecked | |
| Change Produce Native For Slipsheet | Produce Native for Slipsheet is checked/unchecked | |
| Change Produce Brand PDFs With Bates Label And Tag | Brand PDFs with Bates label and Tag is checked/unchecked | |
| Change Do Not Produce Native For Redacted Document | Do Not Produce Native For Redacted Document is checked/unchecked | |
| Change Brand Tag | Brand Tag is changed on Production Settings | |
| Change Produce Text | Produce Text is checked/unchecked | |
| Rename Production | Name of a Production is changed | |
| Delete Production | Production is deleted |
Other Filters
You can also filter by a specific Document ID or by one or more User Email addresses.
Running the Report
Once you have selected your filters, click the Refresh Report button on the top right corner.
Exporting Results
A PDF or Excel report can be downloaded by right-clicking the Report table and choosing the appropriate Export option.
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