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 · who, and when
  • LSLaura assigned it to Sarah2 Sep
  • DDocsroom sent a reminder5 Sep
  • SKSarah uploadedapril.pdf+16 Sep
  • LSLaura marked it complete6 Sep
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, note, upload, download, link, reminder and change of access; and every deletion, which leaves a line behind saying what went.

Activity · everything, in orderToday
  • LSLaura raised Bank statements09:02
  • SKSarah replied and sent april.pdf09:40
  • LSLaura added an internal note09:44
  • DCDev downloaded 3 files10:15
  • LSLaura re-issued Tom’s link10:30
  • Reminder sent to Maya11:00
  • DCDev made Erin a viewer11:20
  • LSLaura deleted Carter & Lowe3 packs, 9 files11:48

An illustration. The names are made up.

Filterable, and in the address bar

Narrow it to who the work is for, who did it 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

Deleting a business or person removes every request pack for them, and leaves one line on the trail recording what that was: packs, requests, files and people.

The pictures are illustrations. The names are made up.

Exports

Everything out, in a shape something else can read

The trail as CSV, every request pack for a business or person 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
  • Everything for one business or person as JSON
  • Files as one ZIP, by pack and request
  • A pack status report that prints
Download history · who took what
  • LSEverything22 files6 Sep, 17:20
  • DCNew since last time4 files30 Aug, 09:05
  • LSOne request2 files12 Aug, 14:41

A nightly backup you can restore

One ZIP of the database and every uploaded file, taken every night and pruned to the number you choose. Putting one back is a single documented command.

Backups · on a schedule you set
  • Every night at 02:0041 MB last nightOn
  • Keep the last 30oldest 8 August30 kept
  • Download a copydatabase and filesDownload
Last one 7 September, 02:00

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PermissionsWho can see whatSecurityHow it is heldReports and exportsThe help articleSearchFinding the document months later

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