Hubdoc - Add an Audit Trail
HubDoc - Audit Trail
We desperately need an audit trail for documents in HubDoc. We need to know who viewed a document when, who published when, who archived it and when, etc.
Devon Thurtle Anderson
shared this idea
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Jessica Salmon
commented
We've just had a client publish a large volume of documents incorrectly and the only means to find out what they've done is to go through the archive one by one.
There is no option to sort by publish date or user and the docs they published included historical proforma invoices that were intentionally held back for good reasons.
Hubdoc cannot have more than one org per email address, so their email was entered as the owner and we cannot restrict their access to prevent the error in future.An Audit trail is vital on systems such as these where multiple users can initiate irreversible actions that affect numerous integrated systems.
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Damien Rigter
commented
We recently had an incident where a client's Hubdoc documents were pointing to another client's Xero file, but it had only changed in the last month. It would be great if Hubdoc had an audit trail for changes to system settings, so we can work out how it happened and put measures in place to prevent further instances.
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Jade Bancroft
commented
It would be good if Hubdoc created a short cut key (e.g CTRL + D) which allowed you to enter in a timestamp. This would be really helpful in the notes section when multiple people are leaving notes on a document