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Add Custom Event to Audit Trail Bot

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Add Custom Event to Audit Trail Bot

Add Custom Event to Audit Trail Bot

Add security and increase visibility over every step of your business process. Automatically create custom events in the Audit trail using the Add Custom Event to Audit Trail Bot.

What the 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

Install and configure the Bot to automate the process of creating events like signing or completing documents by specific people.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 36 Templates
Used in 34 Workspaces
Installed 440 times in the last 30 days
98% success rate

4.8 out of 5

(24 votes)

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Get your automated workflows up and running in minutes with the Add Custom Event to Audit Trail Bot. No coding required.

Add multiple conditions and tell the Bot to run when all or some of them are executed

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.

View the Bots log or use tags to check if the Bot ran successfully

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.

Try pre-built workflows to experience the Add Custom Event to Audit Trail Bot in action

Contract Management

The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.

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Sales Invoice

The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.

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Service Request Details

The Service Request Details Flow is used by administrators to automate requests for services to be completed using their company’s assets.

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Budget Approval

The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.

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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.

How does audit trail help ICT audit process?

Audit trails help to provide visibility into this information, creating a system to accurately review historical security and operational activity, improve the way information is stored, and secure authorized access to it.

How does audit trail work?

An audit trail (also called audit log) is a security-relevant chronological record, set of records, and/or destination and source of records that provide documentary evidence of the sequence of activities that have affected at any time a specific operation, procedure, or event.

What is audit trail example?

An audit trail will include the chronological list of steps that were required in order to begin a transaction and bring it to completion. ... For example, conducting an audit trail on an invoice issued by a vendor would be a relatively simple process. An audit trail usually begins with the invoice receipt.

What is an audit trail and why is it important in accounting?

An audit trail is made up of your business's financial transactions and it is important because it helps prevent fraud.

How do you maintain audit trails?

An audit trail consisting of careful record keeping will provide the necessary documentation. Some lenders or investors may require an audited financial statement. Maintaining clear records of all transactions speeds the process and may reduce the cost of the audit.

Why is the audit trail an important control?

Important control in an audit trail: o Otherwise, the transaction traces any changes in the general ledger then the transaction back to the source documents and verifies the documents. After that it will be recorded correctly. Here the accounting system is also used for processing integrity controls to prevent errors.

What is audit trail and documentation control?

Audit Trail And Documentation Control. ... Anaudit trail is a routine designed to allow the analyst, user, or auditor to verify a process or an area in the new system. In a manual system, the audit includes journals, ledgers, and other documents that the auditor use trace transactions through the system.

What is an audit trail and what is its purpose?

An audit trail (also called audit log) is a security-relevant chronological record, set of records, and/or destination and source of records that provide documentary evidence of the sequence of activities that have affected at any time a specific operation, procedure, or event.

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

Before the audit trail came into existence, logging was the only way to track a documents full cycle. However, due to inconvenience, it has been superseded. Now you can automatically get the record of progression and prove both compliance and operational integrity.

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.

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Configure automated procedures in a few simple steps

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.

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.

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.