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How do I manage Audit Trail of email template?
How do I view audit trail of email template?
1.
Login to your account using your current username and password.
2.
Click on the Asset / Lease Management Tab.
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3.
Hover on Lease Management and click on the Engine Tab.
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4.
Hover on CONTROLS button and click on the Email Template. It will open in a new window.
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5.
Select Client.
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6.
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
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7.
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
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8.
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.
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How do I export audit trail of email template?
1.
Login to your account using your current username and password.
2.
Click on the Asset / Lease Management Tab.
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3.
Hover on Lease Management and click on the Engine Tab.
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4.
Hover on CONTROLS button and click on the Email Template. It will open in a new window.
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5.
Select Client.
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6.
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
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7.
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
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8.
Click on EXPORT button.
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9.
It will show you Popup asking whether you want to open or save file.
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Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.