How do I manage Audit Trails in Transaction Documents or Mileston...

Table of Contents :

How do I view Audit Trails?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab.
3.	Click on Engine Centre button.
4.	Select the assets for which you need to manage documents.
5.	Click on VIEW icon. It will open new window.
6.	Select Transaction Documents or Milestones tab.
7.	Hover on the Reports and Click on Audit Trail option. It will open new window of Audit Trail.
8.	Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
9.	Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.

How do I export audit trail records?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab.
3.	Click on Engine Centre button.
4.	Select the assets for which you need to manage documents.
5.	Click on VIEW icon. It will open new window.
6.	Select Transaction Documents or Milestones tab.
7.	Hover on the Reports and Click on Audit Trail option. It will open new window of Audit Trail.
8.	Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
9.	Click on EXPORT button.
10.	It will show you Popup asking whether you want to open or save file.

Choose files or drag and drop files

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