Case Audit

How to access and export case audit information.

File-level audit

The file-level audit shows a list of all actions and events that have taken place relevant to that file, detailing:

  • Date (when the event took place)
  • Event (Uploads, shares, views, downloads, moves and deletes)
  • User (the user that actioned the event)
  • Details (granular information about sharing updates)

To review the audit log for a file, select it and then click on Audit Log:

Case file list with one file selected and the Audit Log button highlighted in the top toolbar, indicated by a pink arrow.

Example of a file-level audit:

Log dialog for a file showing audit entries with Date, Event, User and Details columns, plus Logs and Export buttons.
Dialog titled "Details for Share changed" showing a log entry dated 01.06.2026 with user, plus Groups and Members tags for Download, Manager and Individual access, and Export button.

File-level audit can be exported by clicking the Export button when the file-level audit report window is open.

Whole case audit

The audit trail export creates a CSV file of all actions and events that have taken place in the case, detailing:

  • Date (when the event took place)
  • File name
  • Location (the containing folder)
  • Event (Uploads, shares, views, downloads, moves and deletes)
  • User (the user that actioned the event)

To create a case audit trail export file, click on the Export case audit button in the case summary:

Case summary bar with a pink arrow pointing to the "Export audit trail" button,

Note: busy cases will contain thousands or even hundreds of thousands of events. Please be patient while the audit trail export completes!

Case audit trail export CSV example:

Excel spreadsheet showing a case audit trail CSV export, with columns for Date, File name, Location, Event and User, and events such as document viewed, shared and upload complete.

Case data list

The case data list export creates a CSV file of all files uploaded to the case, detailing:

  • Date (upload date)
  • Location (containing folder)
  • File name
  • Uploader
  • Notes (if added to the upload)

To create a case data list export file, click on the Export case data list button in the case summary:

Case summary panel showing the "Export case data list" button highlighted with a pink arrow, next to "Export audit trail.

Case data list export CSV example:

Spreadsheet export listing case files with columns Date, Location, File name, Uploader and Notes, grouped by folder.
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