The audit trail in Legatics provides a comprehensive record of all actions taken within a matter, ensuring transparency and accountability. It automatically logs activities such as document uploads, edits, and user interactions, allowing you to focus on your transaction while maintaining a detailed history of events.
Accessing the audit trail
Matter administrators
Open the matter
Click on Manage matter
Select Audit trail from the dropdown menu
All other participants:
Open the matter
Click on Audit trail in the top navigation bar
Tip: Everyone in a matter can access the audit trail. But only the matter administrator sees all actions recorded. Other participants only see actions if they've got permissions to view that action.
Example: A user can't view a list. That user won't see any actions taken in that list.
Downloading the audit trail
Click the CSV icon at the top right corner of the audit trail page
The audit trail will download as a CSV file
Data recorded in the audit trail
The audit trail logs the following data about specific actions.
Data | Explanation |
Date | The date the action was taken |
User email | The email of the user who took the action |
User organisation | The organisation the user who took the action belongs to |
Matter name | The name of the matter where the action happened |
Location | The location in the platform where the action happened |
List ID | The UUID of the list where the action happened (if applicable) |
Action type | The type of action was taken. See the below table for the action types |
Action text | Text explaining the action that was taken |
Actions recorded
Matter information
Action type | Description |
MATTER_CREATED | A matter is created |
MATTER_VIEWED | A matter is viewed by a user |
MATTER_UPDATED | Details about the matter (name, number, description, deal type, lead partner, lead office or other offices) is updated |
Action type | Description |
ROLE_CREATED | A role (a way of grouping organisations) is created |
ROLE_UPDATED | The name of the role is updated |
ROLE_DELETED | A role is deleted |
ORGANISATION_CREATED | A organisation (a way of grouping users) is created |
ORGANISATION_UPDATED | The name or description of the organisation is updated |
ORGANISATION_DELETED | A organisation is deleted |
ORGANISATION_USER_DELETED | A user is deleted |
ORGANISATION_USER_ADDED | User added to an organisation |
MATTER_USER_INVITED | User is invited to a matter |
General
Action type | Description |
LIST_CREATED | A list is created |
LIST_UPDATED | The name of the list, or the permissions applied to it, are changed |
LIST_DELETED | A list is deleted |
LIST_VIEWED | A list is viewed |
Action type | Description |
LIST_DOWNLOADED | The files in a list are exported to a zip file |
LIST_WORD_DOWNLOADED | The data in a list is exported to a Word file |
Action type | Description |
SECTION_CREATED | A section is created |
SECTION_UPDATED | The name of the section, or the permissions applied to it, are changed |
SECTION_DELETED | A section is deleted |
ROW_CREATED | A section is created |
ROW_UPDATED | The permissions applied to the row are changed |
ROW_DELETED | A section is deleted |
COLUMN_CREATED | A column is created |
COLUMN_UPDATED | The name or description of the columns, or the permissions applied to it, are changed |
COLUMN_DELETED | A column is deleted |
COLUMN_PARTICIPANT_DELETED | A participant is removed from a checkbox column |
Action type | Description |
CHECKBOX_UPDATED | A checkbox is ticked, unticked, removed from the cell, or the permissions applied to it are changed |
Action type | Description |
COMMENT_CREATED | A comment is created |
COMMENT_UPDATED | The name of a comment, or the permissions applied to it, are changed |
COMMENT_DELETED | A comment is deleted |
Action type | Description |
DATERANGE_UPDATED | Date in a cell of the column is updated |
Action type | Description |
FILE_CREATED | New version of a document is uploaded |
FILE_UPDATED | The name of a version of a document, or the permissions applied to it, are changed |
FILE_DELETED | A version of a document is deleted |
FILE_DOWNLOADED | A version of a document is downloaded |
FILE_DELETED_MALWARE | A version of a document wasn't uploaded to Legatics because it contained malware. |
FILE_VIEWED | A user viewed a file in our native web viewer (currently only available when creating signature packs) |
Action type | Description |
TEXT_UPDATED | The text in a free-text column is changed |
"Stage" refers to a status contained in a "workflow". A "workflow" refers to a group of statuses, which can be applied to a status column.
Action type | Description |
STAGE_CREATED | A status is created in a workflow |
STAGE_UPDATED | The name or colour of a status in a workflow, or the permissions applied to it, are changed |
STAGE_DELETED | A status is deleted from a workflow |
STATUS_UPDATED | The status of a row is changed to another status |
STATUS_PARTICIPANT_DELETED | A participant is deleted from a status |
Action type | Description |
RESPONSIBLITY_UPDATED | Responsibility of cell is updated |
RESPONSIBLITY_PARTICIPANT_DELETED | Responsible participant for cell is removed |
Action type | Description |
DOCUMENT_ADDED_TO_SIGNING_VIEW | Document added to the signing view |
DOCUMENT_DELETED_FROM_SIGNING_VIEW | Document removed from the signing view |
Action type | Description |
LEGAL_ENTITY_CREATED | Legal entity added to the matter |
LEGAL_ENTITY_UPDATED | Name of a legal entity was changed |
LEGAL_ENTITY_DELETED | Legal entity deleted from the matter |
PERSON_CREATED | Natural person added to the matter |
PERSON_UPDATED | Natural person name was changed |
PERSON_DELETED | Natural person deleted from matter |
Action type | Description |
SIGNING_PARTY_PERSON_CREATED | Natural person was added as a party to a document |
SIGNING_PARTY_PERSON_DELETED | Natural person was removed as a party to a document |
SIGNING_PARTY_LEGAL_ENTITY_CREATED | Legal entity was added as a party to a document |
SIGNING_PARTY_LEGAL_ENTITY_DELETED | Legal entity was removed as a party to a document |
SIGNATORY_CREATED | Natural person added as a signatory for a party to a document |
SIGNATORY_DELETED | Natural person removed as a signatory for a party to a document |
Action type | Description |
SIGNATORY_STATUS_UPDATED | Status of a signatory for a party to a document was updated |
DOCUMENT_SIGNING_STATUS_CHANGED | Signing status of a document was updated |
Action type | Description |
DOCUSIGN_ENVELOPE_CREATED | An envelope is created from Legatics |
DOCUMENT_SENT_TO_DOCUSIGN | A document is sent to DocuSign from Legatics |
DOCUMENT_DELETED_FROM_ENVELOPE | Document removed from DocuSign envelope from Legatics |
DOCUSIGN_ENVELOPE_STATUS_UPDATED | Status of an envelope was changed |
DOCUMENT_SIGNED | Document in a DocuSign envelope was signed |
DOCUMENT_SIGNED_DOWNLOADED | Document in a completed DocuSign envelope was downloaded to Legatics |
FILE_SIGNED_CREATED | Document signed in DocuSign added as a new version of a document in Legatics |
DOCUSIGN_ENVELOPE_CERTIFICATE_DOWNLOADED | DocuSign envelope certificate downloaded to Legatics |
FILE_DOCUSIGN_CERTIFICATE_DOWNLOADED | DocuSign envelope certificate downloaded to user's computer |
DOCUSIGN_ENVELOPE_AUDIT_DOWNLOADED | DocuSign envelope history downloaded to Legatics |
FILE_DOCUSIGN_AUDIT_DOWNLOADED | DocuSign envelope history downloaded to user's computer |
Action type | Description |
DOCUMENT_SIGNATURE_PAGE_TAGGED | User tagged a specific page of a document as a signature page |
DOCUMENT_SIGNATURE_PAGE_UNTAGGED | User untagged a specific page of a document as a signature page |
DOCUMENT_SIGNATURE_PAGE_PARTY_TAGGED | User tagged a party to a specific page of a document |
DOCUMENT_SIGNATURE_PAGE_PARTY_TAGGED | User untagged a party to a specific page of a document |
DOCUMENT_SIGNATURE_PAGE_SIGNATORY_TAGGED | User tagged a signatory to a specific page of a document |
DOCUMENT_SIGNATURE_PAGE_SIGNATORY_UNTAGGED | User untagged a signatory to a specific page of a document |
SIGNATURE_PACK_DOWNLOADED_PARTY | User downloaded a signature pack for certain documents for a party |
SIGNATURE_PACK_DOWNLOADED_SIGNATORY | User downloaded a signature pack for certain documents for a signatory |
FILE_SIGNED_PAGES_CREATED | User uploaded a file with signed pages |
FILE_SIGNED_PAGES_DELETED | User deleted a file with signed pages |
DOCUMENT_SIGNATURE_PAGE_MATCHED | User matched a signatory to a signature page |
DOCUMENT_SIGNATURE_PAGE_UNMATCHED | User un-matched a signatory to a signature page |
Action type | Description |
FILE_SIGNED_PAGES_CREATED | User uploaded a file with signed pages |
FILE_SIGNED_PAGES_DELETED | User deleted a file with signed pages |
DOCUMENT_SIGNATURE_PAGE_MATCHED | User matched a signatory to a signature page |
DOCUMENT_SIGNATURE_PAGE_UNMATCHED | User un-matched a signatory to a signature page |
DOCUMENT_COLLATED | User collated documents into an execution version |