cells-left cells-left

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.
Try automation, it’s free!
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
Star Rating
4.8 out of 5
(24 votes)
You’ve already rated this bot

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.
picture-2-part-1 picture-2-part-2
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.
Show more
texture 1 texture 2 texture 3

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

Learn more in this Bot’s airSlate Academy course

Learn more
Learning illustration

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.

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.

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.

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.

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

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.

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.

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.

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.

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.
Illustration for How to Guide section