Add Custom Event to Audit Trail Bot

Add Custom Event to Audit Trail Bot

Enhance security and boost transparency throughout each phase of your business operations. Automatically generate personalized events in the Audit Trail using the Add Custom Event to Audit Trail Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Add Custom Event to Audit Trail Bot does
The Bot automatically creates a custom event that is displayed in the Audit trail based on the ‘if-this-then-that’ conditions you set.
When to use the Add Custom Event to Audit Trail Bot
Install and configure the Bot to automate the process of creating events like signing or completing documents by specific people.
Export Custom Values to Add Custom Event to Audit Trail Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
Create a custom event that will be displayed in the Audit trail. It can be any event you'd like to track, from document signing to adding specific information. Then, define what will trigger the Bot to act. These can be a specific date, document data, user role, an email, or a recipient’s name.
Note: To install and configure Bots, start by creating a workflow.
Get your custom event displayed in the Audit trail
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, your custom event will be displayed in the Audit trail.
Add Custom Event to Audit Trail Bot

Install the Add Custom Event to Audit Trail Bot to automate your document workflows

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Set up the update Add Custom Event to Audit Trail to track changes

An audit trail can be operational in any sector, but it’s vital primarily for e-commerce, communications, financial transactions and healthcare activities. Basically, it’s a baseline for analysis. Useful in budget planning, tax compliance, risk management and crime investigation. Every single change can be an audit trail update reason.

The respective Bot creates and saves a record of any change concerning a certain document or set of documents. In other words, it records every change, the entire history within a workflow. The logs will pre-set automatically with the help of a Bot, so there’s no reason to do it manually.

Imagine a situation where an important document wasn’t signed on time. To avoid such complications, there’s a precise signing order that can be set up for multiple departments engaged in the same signing process(es). The Audit trail update tables will help you find the department that spurred a possible halt. Even if the delay was caused intentionally, you will be able to find the individual responsible, which would be impossible if you were logging manually.

The set-up Bot will lead to the following advantages:

  • Guaranteed transparency and compliance
  • System protection from misuse
  • Security of sensitive data
  • User accountability
  • Fast detection of intrusion (external/internal)

The Audit trail default updates enabled by a Bot provide you with an opportunity to follow records back to their origin. You are empowered by a potent tool for maintaining information integrity.

Configure automated procedures in a few simple steps

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Personalize general options
Outline exactly what your Add Custom Event to Audit Trail Bot must do. Fill out all needed fields to assure the proper finishing of operations. Take note: the ability to choose Bots is enabled after starting a new Flow and uploading a file.
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Indicate Bot activation situations
Identify circumstances when your Bot need to “wake up”. Define rules and connect activation conditions with activities in samples and dates, or user credentials.
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Fill out Advanced settings
Utilize this block to set up additional settings and streamline the locating of knowledge like block changes if something works incorrectly, etc., or keep the default parameters.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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