Set audit trail preferences

Twelve preference settings control various factors in how you work with audit trails in Worldox.

Note:  Only Worldox Administrators and Managers can access audit trail preferences.

Assuming you have rights to view and edit preferences, here is how to check or change audit trail preference settings:

1. Select Preferences > Worldox from the Edit pull-down menu. That opens the Edit > Preferences > Worldox dialog, where preferences are organized into categories.

In the Edit > Preferences > Worldox dialog:

2. If two tabs appear at the top of the dialog, select Everyone to see global preferences (set for all users at your site), or Only me to see only your personal preferences, those you have set.

3. Click the Audit Trail category in the left-side pane to open audit preferences in the right-side pane. (Here are descriptions of what those preferences control.)

4. Note the two columns in that right-side pane - Value and Default. Default lists the starting preference settings. Value shows the current value.

5. To change a preference, double-click that listing to open the Change Value dialog.

In the Change Value dialog:

6. Set or reset the preference.

Audit trail preferences are Yes/No choices:

•       Select Yes to have Worldox track actions of the type named.

•       Or , select No to make sure the action is not audited.

7. Click OK to make the change.

Changed preferences typically take effect immediately, as soon as the Change Value dialog closes. If you do not see the expected changes, select About Worldox from the Help pull-down menu. When the About dialog appears, press CTRL + D. Then click Close on the Debug dialog. That reloads Worldox configuration files.