PDF Software - Audit Trail | Edit Files Online with pdfFiller (2024)

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Introducing the PDF Software Audit Trail Feature

Welcome to our PDF Software Audit Trail feature!

Key Features:

Track and record all changes made to PDF documents

View a detailed log of all document activity

Easily identify user actions and timestamps

Capture document versions and revisions

Potential Use Cases and Benefits:

Document collaboration: Keep track of changes and ensure accountability among multiple users working on a PDF document

Compliance and auditing: Meet regulatory requirements by maintaining a clear record of all document modifications and interactions

Legal proceedings: Provide a transparent audit trail to support legal cases or disputes involving PDF documents

Document history and recovery: Restore previous versions of a document or compare changes to ensure accuracy and integrity

Improved workflow efficiency: Identify bottlenecks or areas of improvement in document processes by analyzing the audit trail

With our PDF Software Audit Trail feature, you can solve the customer's problem of maintaining visibility and control over document changes. By providing a comprehensive log of all document activity, including user actions and timestamps, our feature ensures accountability and transparency throughout the document lifecycle. Whether it's for collaboration, compliance, legal purposes, or simply tracking document history, our Audit Trail feature empowers users to confidently manage and track their PDF documents.

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Instructions and Help about PDF Audit

PDF Software Audit Trail: easy document editing

The Portable Document Format or PDF is a widely used file format used for business records because you can access them from any device. PDFs will appear the same, whether you open them on a Mac, a Microsoft one or on smartphones.

Security is the main reason why do users in business choose PDF files to share and store information. Particular platforms offer opening history to track down those who opened or filled out the document before without your notice.

pdfFiller is an online editor that allows to create, modify, sign, and send PDFs using one browser window. Thanks to the integrations with the popular CRM programs, you can upload an information from any system and continue where you left off. Send it to others by email, fax or via sharing link, and get a notification when someone opens and completes it.

Use powerful editing tools such as typing text, annotating, blacking out and highlighting. Add fillable fields and send documents to sign. Change a template’s page order. Add and edit visual content. Ask your recipient to complete the document. Once a document is completed, download it to your device or save it to cloud.

Get your documents completed in four simple steps:

01

Get started by uploading your document.

02

Proceed to editing features by clicking the Tools tab. Now you can change the document's content or expand it.

03

Add input fields if you need any; pdfFiller supports text, checkboxes, radio buttons, dropdown lists etc.

04

When finished, click Done and proceed to downloading, sending or printing your document.

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How to Use the PDF Software Audit Trail Feature

The PDF Software Audit Trail feature is a powerful tool that allows you to track and monitor all the changes made to a PDF document. Follow these simple steps to make the most out of this feature:

01

Open the PDF document you want to enable the Audit Trail feature for.

02

Click on the 'Tools' tab in the top menu.

03

From the dropdown menu, select 'Audit Trail'.

04

A sidebar will appear on the right side of the screen. Click on the 'Enable Audit Trail' button.

05

You will be prompted to save a copy of the document with the Audit Trail enabled. Choose a location on your computer and click 'Save'.

06

The Audit Trail feature is now active. Any changes made to the document will be recorded and displayed in the sidebar.

07

To view the Audit Trail, simply click on the 'Audit Trail' tab in the sidebar. You will see a detailed log of all the changes made, including the date, time, and user who made the change.

08

You can filter the Audit Trail by specific criteria using the options provided in the sidebar. This allows you to easily find and review specific changes.

09

If you want to disable the Audit Trail feature, simply click on the 'Disable Audit Trail' button in the sidebar.

10

Remember to save your document regularly to ensure that the Audit Trail is up to date.

By following these steps, you can effectively use the PDF Software Audit Trail feature to track and monitor changes made to your PDF documents. This feature provides transparency and accountability, giving you peace of mind when collaborating on important files.

What our customers say about pdfFiller

See for yourself by reading reviews on the most popular resources:

Bridget B

2016-10-15

It think it can be very useful once I get the hang of it. Disappointed that for a yearly subscription of $72.00 you don't get access to the erase feature. This feature is even free online. Do consider and include it.

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4

Deirdre A

2019-05-02

The questionnaire asks applicant to send proof of income and supporting documents for all expenses. I do not know how to send these and hope I'll hear from someone about how to do this.

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4

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For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Can you audit a PDF?

In the PDF Optimizer, click Audit Space Usage. Review the list of document contents, and the amount of space used. Click OK to close the dialog.

How do I download audit trail?

To download audit trail logs: Navigate to Settings > Groups & Social Profiles. You can also access the logs from Settings > Roles & Team Members if you're on the Advanced Plan. Click Export Logs. Select the date range. Click Export. Your CSV file will download.

How do I view audit trail in PDF?

Click the Document Portal tab. Go to the document you want the audit trail from, and click the menu button in the Actions column. Select Request audit trail.

What is audit trail PDF?

The electronic signature audit trail is a digital log that archives when and where a document was signed, and by whom.

How can you tell if a PDF is edited?

Using digital signatures is also an appropriate way of checking the validity of the Pdf File. To confirm the changes made in a file use digital signatures if the file is edited the digital signatures will be removed that would help you identify any changes made in the pdf file.

eSignature workflows made easy

Sign, send for signature, and track documents in real-time with signNow.

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PDF Software - Audit Trail | Edit Files Online with pdfFiller (2024)
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