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Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: New     View All Features in Build
The action of "DocumentDeletedFromQuoteValet" is now added to the Document Audit Trail log.
Version: 5.2    Build: 8.12    Release Date: 07/11/2017     Type: New     View All Features in Build
When documents are deleted, that action is now logged in the event.log, like this: [AuditTrail] John Lewe deleted document 'FLAQ1964' (DocID=3365)
Version: 4.8    Build: 5.12    Release Date: 07/12/2013     Type: Fix     View All Features in Build
When choosing File->Duplicate menu, the AuditTrail, ConvertedBy, and ConvertedRef fields were not getting cleared.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: New     View All Features in Build
With Audit Trail Tracking, key events are recorded creating an audit trail of changes made to the document such as: a) when the document is saved b) who an email is sent from the quote, email address (to/subject/attachments), c) when the document is uploaded to QuoteValet for customer, peer review, approval, mobile template, d) when the document is updated with customers selections from QuoteValet, e) when the document is converted to an order or invoice, f) when the document is exported to QuickBooks or Peachtree, g) when the document approval is requested through QuoteWerks or QuoteValet, and h) when the document is approved through QuoteWerks or QuoteValet. The current date, time, and logged-in user is recorded along with the event. Using the "Audit Trail Transaction Record Macros" option under the Security tab of the Tools->Options menu you can choose what other information from the document you would like to record in the even such as GrandTotal, LineCount, DocStatus, etc. Also on the Security tab is a "Enable Audit Trail Backup files" checkbox. This will create a backup copy of the document (under the \History\AuditTrail folder) every time the document is saved. Under the File->Properties menu you can see the audit trail events and also a listing of the "Audit Trail Backup Files" and "Automatic Backup Files".