Configure Auditing

1. Auditing is configured from doc-link System Settings. On the Administration tab, click on the System Settings tile, then go to Audit > General.
2. To enable Auditing check the corresponding box.
3. To set the time of day to purge records, check the corresponding box. To select how long to keep records is configured from the Audit > Document Profiles options.
4. To capture the recipient email addresses of audited email, you must check the corresponding box to use the doc-link email client and not the system default email client. Checking this option means that outgoing 'on demand' email will not use your company's default email client (for example, Microsoft Outlook). Email will be sent via the doc-link Email client. If you do not want to audit email recipients do not check this box.
5. Configure Auditing for user login attempts and lockouts. Skip these options if you do not wish to track user logins.
   1. Click User Logins from the folder list.
   2. Check the corresponding boxes:
      • If you wish to audit successful user log in and out attempts.
      • If you wish to audit login failures.
      • Select how frequently login records should be purged.
6. Configure Auditing tracking defaults.
   1. Default Document Audit Profile – select document actions to track for All document types. This default configuration applies to all documents unless an exception profile is configured.
      • From the list select the document action you wish to monitor. As you highlight each action a description is displayed explaining the behavior that will be tracked.
      • Use the Select All or Unselect All buttons to make configuration easier.
      • Check the Purge audit record after XX days option and select how frequently audit records should be purged from the database.
   2. Exceptions – select document actions to track for selected document types only.

      Listed on this screen are all auditing exception profiles currently configured for doc-link. Exception profiles are auditing instructions that are assigned to specific document types. These instructions are used in place of the default profile when auditing documents of the specified type.

   3. Click the Add... button to create a new profile. The Configure Exception Profile screen will open.
      • Enter/change Profile Name.
      • Select the appropriate doc-link top-level folder from the drop list. Note: this field is user defined but commonly called Company or Entity.
      • Select the Document Type from the drop-down list you wish to assign to this profile.
      • From the audit actions list, check all activities you wish to monitor. As you highlight each action a description is displayed explaining the behavior that will be tracked. Use the Select All or Unselect All buttons to make configuration easier.
      • Check the Purge audit record after XX days option and select how frequently audit records should be purged from the database.
      • Click OK to save and exit your configuration. Your profile will display on the Document Exception Profiles screen.
   4. Click the Edit... button to modify an existing profile. The Configure Exception Profile screen will open.
   5. To delete an existing profile, select the profile and click the Remove button.
   6. Save and exit System Settings.

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