1. SmartVault
  2. Account Management, Billing, and Security
  3. Security
  4. Account Activity

Viewing Activity Logs - Standard Plan

STANDARD PLAN USER

Auditing document access is crucial for meeting security and compliance guidelines. The SmartVault Activity Log tracks changes to access settings and activities like uploading, downloading, deleting, or modifying folders, vaults, or documents. You can view and export Activity Logs for your account, vaults, and folders.

  Notes

    • The data returned on-screen will cover only the last 90 days.
    • If you select a date range exceeding 90 days, you can export the Activity Log to a CSV file. Click Export to CSV in the dialog to proceed.
    • For data older than seven years from the current date, you must create a support request to have the support team produce the CSV file.

Viewing Activity Logs for Your Account

To view a log of all events in your account:

  1. Sign in to the SmartVault Portal.
  2. Access Account Settings:
    • Click the cogwheel at the top of the screen.
      Settings - Standard Plan.png
    • Navigate to Account Settings > Manage Account, then click Activity Log.
      Settings - Activity Log SP.png
  3. Review the Activity Log:
    • Use the pagination controls at the bottom of the page to navigate through the Activity Logs.
  4. Filter the Activity Log:
    • To filter the data by a date range, click the Date Filter Activity_Log_date_filter_icon.png .
    • To filter the data by license type, click Activity_Log_Licence_types_filter_icon.png.
  5. Customize or Export the Activity Log:
    • To export the activity log, click Export_Activity_Log_icon_new.png.
    • To select the columns of the activity log you want to view, click Settings_-_Activity_log_change_columns_icon.png.

Settings - Activity Logs Account.png

Viewing Activity Logs for Your Vaults and Folders

To view the Activity Log of a Vault or Folder in the SmartVault Portal:

  1. Sign in to the SmartVault Portal.
  2. Locate the Vault or Folder:
    • To view a vault's activity log, navigate to the client vault.
    • To view a folder's activity log, locate the client vault and then the specific folder.
  3. Access the Activity Log:
    • Click the Properties icon Properties icon.png for the vault or folder:
      • Vault 
        SP - Vault Properties.png
      • Folder
        SP - Folder Properties.png
    • Click the Activity Log tab.
  4. Filter or Export the Activity Log:
    • To filter by a date range, click the Filter icon Filter icon+.png.
    • To export the activity log, click the Export to CSV icon Export icon.png.

SP - Activity Logs.png

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