This article contains lists of audit report actions, along with a description of each action, its affected type, and its log type. The lists are organized by type of action:
Create Type Actions
| Summary | Action Performed | Affected Type | Log Type |
|---|---|---|---|
| Created Project: [Project Name] | Created a new project | Project | User |
| Created Person: [Contact Name] | Created a new contact | Person | User |
| Created Custom Field: [Custom Field Name] | Created a custom field in Customs Editor | CustomField | Advanced |
| Created Custom Section [Section Name] | Created a custom section in Customs Editor | CustomSection | Advanced |
| Created Vital (FieldName213212) in Project Type | Created a vital in Customs Editor | VitalDefinition | Advanced |
| Created Doc Folder [Folder Name] | Added a new folder to a Doc section or in Setup>Orgs>Folders | DocFolder | User |
| Created Doc Share Link | Generated a Doc Share Link | DocLink | User |
| Uploaded Project Doc | Uploaded a document to a project | Doc | User |
| Invited New User (User Email) to project | Created a new user by inviting them through the invite button in a project's Team section | Permission | User |
| Created calendar event: [Calendar Event Title] | Created an appointment on a project or user calendar | Appointment | User |
| Created Deadline: [Deadline Name] | Created a custom deadline in project's Deadline section | Deadline | User |
| Create a(n) (Collection Section name) item | Added a new item to a collection section | CustomItemData | User |
| Created report [Name of Report] | Created and saved a new report | SavedReport | User |
| Created note | Created a new note in a project, sent a text, or created a task for a user using the @username syntax in the main note body | Note | User |
| Commented on note | Commented on an existing note, assigned a task through commenting, or mentioned a user through a comment | Comment | User |
| Created Chain: [Chain Name] | Added a chain to a project | ChainType | User |
| Assigned Phone number to org: [OrgID] | Added a new number through Manage Org Phone Numbers | SmsNumber | User |
| Created phase (Phase Name) in (Project Type Name) | Created a new phase in either Advanced > Taskflow or Advanced > Customs Editor > Phases | Phase | Advanced |
| Created an auto task for phase | Created a new phase-based autotask | AutoTask | Advanced |
| Created yield for project | Added a new scenario to yield | Yield | User |
| Created yield line item | Added an expense or medical item to Yield | Yield | User |
| Generated Word Doc for yield | Generated a word doc for yield | Yield | User |
| Created Auto Hashtag Rule for [Hashtag Title] | Created a autotag in the Auto-tags Advanced tool | AutoHashtagRule | Advanced |
Delete Type Actions
| Summary | Action Performed | Affected Type | Log Type |
|---|---|---|---|
| Deleted a(n) [Name of Collection Section] Item | Deleted a collection item in a project | CustomItemData | User |
| Deleted Project Type | Deleted a Project Type in Customs Editor | CustomProjectType | Advanced |
| Removed Custom Field | Deleted a custom field in Customs Editor | CustomField | Advanced |
| Deleted Custom Section | Deleted a Custom Section in Customs Editor | CustomSection | Advanced |
| Deleted phase [Phase Name] | Deleted a phase in Customs Editor | Phase | Advanced |
| Deleted Vital in Project Type | Deleted a vital in Customs Editor | Phase | Advanced |
| Deleted Calendar Event | Deleted a Calendar event that was created in Filevine | Appointment | User |
| Deleted Chain from Project | Deleted an existing Deadline Chain on a project | Chain | User |
| Deleted Doc | Deleted a document from a project | Doc | User |
| Mailroom Item archived | Deleted a mailroom item | OrgInboxItem | User |
| Disassociated Contact | Removed a contact from a project | Contact | User |
| Delete yield | Deleted a yield settlement scenario | Yield | User |
| Deleted an appointment from a calendar invite email | Deleted a calendar event from either Google or Outlook that was shared with a project email | Appointment | User |
| Deleted Org's numberID: org | Deleted a number from the Manage Org Phone Numbers tool | SmsNumber | User |
Execute Type Actions
| Summary | Action Performed | Affected Type | Log Type |
|---|---|---|---|
| Ran Adhoc Report [Report Name] | Ran Report | User | |
| Shared Report with (@username) | Used share report in report builder to share a report with a user | SavedReport | User |
| Shared Report with organization | Used share report in report builder to share with an Org | SavedReport | User |
| Updated DocGen Template [DocGen Field Name] | Uploaded a DocGen template to a DocGen widget | Advanced | |
| Queued Doc Generation: [Doc Generation Button Name] | Hit generate or regenerate on a DocGen button | User | |
| Created ReportFusion: [ReportFusion Name] | Create a new ReportFusion template through Advanced > ReportFusion | ReportFusionDefinition | User |
| Generated Template (TemplateID) for ReportFusion (rfID) | Generated a default template for a ReportFusion in Advanced > ReportFusion | ReportFusionDefinition | User |
| Assigned Template (TemplateID) to ReportFusion [Field Name] | Uploaded a custom Excel or Word template to a ReportFusion through Advanced > ReportFusion | ReportFusionDefinition | User |
| Queued new ReportFusion Job for [RF Name] | Clicked on the Generate or Regenerate button for an RF in a project. | ReportFusionJob | User |
| Triggered [Taskflow Action Button Name] Taskflow | Triggered a Taskflow Action button in a project | User | |
| Reset [Taskflow Button Name] Taskflow | Reset a previously triggered taskflow | User | |
| Sent Org Fax to [Recipient's Number] | Sent a Fax from Mailroom | User | |
| Sent org Fax to [Recipient's Number] | Sent a Fax using a project-enabled fax number | User | |
| Mailroom item assigned to project | Used the move to project option in mailroom | OrgInboxItem | User |
| Combined documents into PDf | Used the doc combiner | Doc | User |
| Moved Note to here | Moved a note from another project into this project | Project | User |
| Moved Note from here | Used the move to option for notes | Project | User |
| Copied note to | Copy a note from another project to this project | Project | User |
| Copied note from | Used the copy to note option | Project | User |
| Copied Note to Related Projects | Used the copy to related projects note option | User | |
| Shared note with | Shared an activity item with a guest | User | |
| Unshared note with | Unshared an activity item with a guest | User | |
| Shared doc with @username | Used the share with doc option to share a doc with a guest | User | |
| Unshared doc with @username | Unshared a doc that was shared with a guest | User | |
| Undeleted Doc | Used the Undelete Advanced Tool to undelete a doc | Doc | Advanced |
| Undeleted a(n) [Name of Collection Section] Item | Used the Undelete Advanced Tool to undelete a collection item | CustomItem | Advanced |
| Undeleted Chain | Used the Undelete Advanced Tool to undelete a deadline chain | Chain | Advanced |
| Moved documents to new folder | Moved document in a project using the Move Doc tool in the project doc section | Doc | User |
| Moved many docs to new parent: | Used the Move Doc tool in the project Doc section to move multiple docs to a new location | DocFolder | User |
| Feed Cleared for @username | Used the Clear Feed Advanced tool to clear a user's feed | Advanced | |
| Merged (#of Contact cards) people to [Contact Name] | Used the merge contacts advanced tool to merge contacts | Advanced | |
| Published Chain | Published a Chain in Advanced > Deadline Chains | ChainType | Advanced |
| Queued Mass Phase Change | Used the Mass Update tool in Advanced to Mass update a phase | Advanced | |
| Exported Custom Section: [Name of Section] | Used the Import/Export tool in Customs to Export a custom section | CustomSection | Advanced |
| Imported Custom Section: [Name of Section] | Used the Import/Export tool in Customs to Import a custom section | CustomSection | Advanced |
| Login attempt for [user email]; User successfully logged in. | Successfully logged in | Tenant | User |
| Login 2FA for [user email]; User 2FA was successful. | Logged in successfully using two-factor authentication | Tenant | User |
| Locking document | Accessed a document which then locked the document | Doc | User |
| Unlocking document | Forced doc unlock (by Admin user) | Doc | User |
| A third party downloaded document "[document name]" via share link [share link ID] | Downloaded a document from a share link | Doc | User |
| A third party triggered fetch shared documents in share link [share link ID] | Opened a share link (by non-Filevine user) | User | |
| A third party previewed document "[document name] via share link [share link ID] | Clicked on a doc in a share link and previewed the doc (by non-Filevine user) | Doc | User |
| uploaded new .pdf document | Uploaded a pdf document | Doc | User |
Read Type Actions
| Summary | Action Performed | Affected Type | Log Type |
|---|---|---|---|
| Acessed Project | Navigated to a project | Project | User |
| Accessed Data Section: [Name of Section] | Accessed a section in a particular project | Project | User |
| Previewed Doc | Used Doc Preview to review a document | Doc | User |
| Downloaded document "[name of doc]" | Dowloaded a document (not exclusive to project docs) | Doc | User |
| Downloaded and began Inline Edit on Doc | Clicked on the edit doc option | Doc | User |
| view Document | Doc | User | |
| Accessed Report Fusion Definitions for section/field: [sectionID]/[fieldID] | ReportFusionDefinition | User | |
| A third party opened public share link [share link ID] | Doc | User |
Update Type Actions
| Summary | Action Performed | Affected Type | Log Type |
|---|---|---|---|
| Updated (@username) org membership access | Changed a user's Org Admin or Mailroom permissions | Member | User |
| Updated (@username) org project auto-add settings | Updated a users auto add settings for new projects | Member | User |
| Made (@username) [Project Permission] on (#of projects updated on) projects where [Previous Permissions on Project] | Updated a user's project permissions on existing projects | Member | User |
| Updated project name to [New Project Name] | Added or updated a project's project name | Project | User |
| Updated org name to [New Org Name] | Changed the org name in Setup > Orgs | Org | User |
| Upated org contact info | Changed or added Org contact info in Setup > Orgs | Org | User |
| Invited (@user) to project | Invited an existing Filevine user to a project | TeamMember | User |
| Made (@username) (Primary, Admin, Follower, Collaborator, Guest) on Project | Assigned a new permission to an existing user on a project | TeamMember | User |
| Changed Project Roles for (@username) | Changed a project user's role | TeamMember | User |
| Removed (@username) from Project | Removed a user from a project | TeamMember | User |
| Updated note | Updated a note | Note | User |
| Updated comment | Edited a comment | Comment | User |
| Assigned task to (@username) | Assigned a task through the Assigned to dropdown or the Assign to option in the note options menu | Note | User |
| Completed Task | Completed a task | Note | User |
| Unassigned Task | Used the Clear Assignee (Convert to Note) option on an existing task | Note | User |
| Task marked Uncompleted | Marked a completed task as incomplete | Note | User |
| Updated yield | Added settlement details, a note, or changed the name of the yield | Yield | User |
| Replaced yield line items | Used the yield magic buttons to pull in meds and/or expenses | Yield | User |
| Updated project hashtags | Added or removed project tags | Project | User |
| Updated hashtags for doc | Added document tags | Doc | User |
| Saved Edited Doc (inline) | Saved edits made through inline editing | Doc | User |
| Updated Doc | Used the update doc option to add a new version of a document | Doc | User |
| Moved Doc | Used the move doc option to move a doc into a folder | Doc | User |
| Updated Doc share link's settings | Updated a setting on an existing doc share link | DocLink | User |
| Convert Doc to PDF | Used the To PDF doc option to convert a doc | Doc | User |
| Renamed Doc to [new doc name] | Renamed a document | Doc | User |
| Update [Non-Collection Section Name] | Updated fields in a non-collection section | CustomItemData | User |
| Updated a(n) [Collection Section Name] item | Updated fields in a collection item | CustomItemData | User |
| Changed project phase from: [Previous Phase] to: [Current Phase] | Changed a project phase | Project | User |
| Update Report: [Report Name] | Made a change to an existing report and saved that change | SavedReport | User |
| Associated Contact: [Contact Name] | Added a contact to a project through the contact section | Contact | User |
| Updated Person: [Contact Name] | Updated a contact's details | Person | User |
| Updated Chain Name: [New Chain Name] | Created a custom name for a chain in a project | ChainType | User |
| Updated Chained Date | Updated a chain date in a project | ChainDate | User |
| Updated Deadline: [Deadline Name] | Updated the due date, added notes, or marked the deadline done (This is in reference to deadlines added to the Deadline built in section.) | Deadline | User |
| Deleted Deadline | Deleted a Deadline in a project's Deadline section | Deadline | User |
| Toggled section visibility: [Visibility setting] | Updated a sections visibility to Visible or hidden on a project level | User | |
| Related Project | Used the related section in a project to relate a project | Project | User |
| Updated Project Type Templates for [Project Type ID] | Added or removed a folder from Customs Editor > Folders | CustomProjectType | Advanced |
| Updated Reminder Schedule | Updated a custom Reminder Schedule in Advanced > Reminder Schedules | ReminderSchedule | User |
| Set auto report settings for [Report Name] | Used the Auto-Report Settings in Reports to schedule an auto report | SavedReport | User |
| Updated an appointment from a calendar invite email | Shared a calendar event with a project email from Google or Outlook | Appointment | User |
| Updated org email to [New email address name] | Edited the Org email address | Org | User |
| Updated project email to [New email address name] | Edited a project's email address | Project | User |
| Deintegrated Calendar | Removed calendar integration in setup | User | User |
| Updated an Autotask | Updated an autotask in Advanced > Taskflow | AutoTask | Advanced |
| Updated Custom Section: [Section Name] | Made a change to an existing section in Customs Editor | CustomSection | Advanced |
| Updated Custom Field: [Field Name] | Made an update to an existing field in Customs Editor | CustomField | Advanced |
| Updated Vital in Project Type: [fieldNameSecionID] | Updated an existing vital | VitalDefinition | Advanced |
| Updated phase [Phase Name] in [Project Type] | Made a change to a phase | Phase | Advanced |
| Reordered phases in [Project Type] | Moved phases around in Advanced > Taskflow or Customs Editor | Phase | Advanced |
| Assigned SMS number [Number Assigned] to project | Added a new SMS number to a project | SmsNumber | User |
| Assigned SMS Number [Number Assigned] to org | Added a new SMS number to an org through the mailroom | SmsNumber | User |
| Removed SMS Number from Project | Removed an SMS number using DELETE in project | SmsNumber | User |
| Removed SMS Number from Org | Removed an SMS number using DELETE in an org's Mailroom | SmsNumber | User |
| Enabled Fax on PhoneNumberID: | Enabled fax on a number through Manage Org Phone Numbers | SmsNumber | User |
| Update Org Default [number] of org: [OrgID] | Set a number as the mailroom default through Manage Org Phone Numbers | SmsNumber | User |
| Org phone number Assigned project to: in org:OrgID | Assigned a number to a project through Manage Org Phone Numbers | SmsNumber | User |
| Rename Doc Folder [name of folder] | Rename an existing folder | DocFolder | User |
| Changed due date to [new date] | Changed a task due date | Note | User |
| Update tag: [tagID] | Updated a tag | Tag | User |
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