Docsroom

Features / Audit and exports

A dated line for everything that happened.

The value of a record is not that it exists but that you can produce it. Every action in Docsroom is one line with a person and a time against it, and everything you hold can leave in a format something else can read.

Activity

Every action, with who and when

Reply read and request completed

Priya Shah · 6 September, 17:22

Two files uploaded

Nadia Kelsall · 6 September, 16:40

Reminder sent

Docsroom · 5 September, 07:00

Request assigned to Nadia Kelsall

Priya Shah · 2 September, 09:15

The record

What is recorded

Named to the person who did it, whether that is your colleague or the person you asked.

  • Every request raised, edited, assigned, completed or reopened
  • Every reply and every internal note
  • Every file uploaded, and by whom
  • Every download, and by whom
  • Every link created, re-issued or withdrawn
  • Every reminder sent
  • Every change to somebody’s role or access
  • Every deletion, which leaves a line behind saying what went

Filterable, and in the address bar

Narrow it to one client, one person or one kind of event, and the address holds the filter, so you can send somebody the exact view.

Downloads are recorded too

Not just what arrived, but who took a copy of it and when. On a deal that is usually the question being asked.

Deleting says what was deleted

Removing a client removes everything in it, and leaves one line on the trail recording what that was: packs, requests, files and people.

Exports

Everything out, in a shape something else can read

The trail as CSV, a client as JSON, a pack’s files as one ZIP organised by request. There is no export queue and nothing to ask us for.

  • Activity and requests as CSV
  • A whole client as JSON
  • Files as one ZIP, by pack and request
  • A pack status report that prints

Download history

Who took which files, and when

Everything · 22 files

Priya Shah · 6 September, 17:20

New since last time · 4 files

Dev Chandra · 30 August, 09:05

One request · 2 files

Priya Shah · 12 August, 14:41

A nightly backup you can restore

One ZIP of the database and every uploaded file, taken every night, pruned to the number you choose, copied to a second place if you name one, and restorable into an empty machine.

Backups

Kept on a schedule you set

Every night at 02:00

Last one 7 September, 02:00 · 41 MB

On

Keep the last 30

30 held · oldest 8 August

Download a copy

The database and every file

Ask it what happened.

Free for 14 days, no card.