Audit Logs
Complete activity tracking for compliance.
Audit Logs
Gatherly maintains comprehensive audit logs of all actions taken in your organization for compliance and security monitoring.
What's Logged
Every significant action is recorded:
| Action Type | Examples |
|---|---|
| CREATE | New clients, templates, intakes, documents |
| READ | Viewing documents, downloading files |
| UPDATE | Editing profiles, changing settings |
| DELETE | Removing clients, archiving intakes |
| VERIFY | Signature verification attempts |
| EXPORT | Data exports, certificate downloads |
Log Entry Details
Each audit log entry contains:
| Field | Description |
|---|---|
| Timestamp | Exact date and time (UTC) |
| User | Who performed the action |
| Action | What type of action (CREATE, READ, etc.) |
| Resource Type | What was affected (client, intake, document) |
| Resource ID | Identifier of the affected item |
| IP Address | User's IP address |
| Details | Additional context and metadata |
| Reason | User-provided reason (if applicable) |
Viewing Audit Logs
- Go to Settings > Audit Logs
- Browse the activity feed
- Use filters to narrow results
- Click entries for full details
Filtering Logs
Filter audit logs by:
| Filter | Options |
|---|---|
| Date Range | Custom start and end dates |
| Action Type | CREATE, READ, UPDATE, DELETE, etc. |
| Resource Type | Client, Template, Intake, Document, etc. |
| User | Specific team member |
| Search | Keyword search in details |
Resource Types
Audit logs cover all resource types:
- User - Profile changes, login events
- Client - Client management activities
- Template - Template creation and editing
- Intake - Intake lifecycle events
- Document - File uploads, downloads, reviews
- Signature - Signing events, verifications
- Team - Invitations, role changes
- Organization - Settings changes
- Retention - Policy actions, legal holds
Signature-Specific Logging
Digital signatures have enhanced logging:
| Event | Details Logged |
|---|---|
| Signature Created | Signer info, IP, consent |
| Verification Attempt | Result, checks performed |
| Certificate Export | Format, recipient |
| TSA Validation | Authority, result |
Exporting Logs
Export audit logs for external analysis or compliance:
- Set your filters
- Click Export
- Choose format (CSV or JSON)
- Download the file
Exports include all visible columns plus full metadata.
Log Retention
Audit logs are retained according to your settings:
| Plan | Default Retention |
|---|---|
| Starter | 90 days |
| Professional | 1 year |
| Business | 2 years (configurable) |
| Enterprise | Up to 7 years |
Business and Enterprise plans can configure retention up to 7 years for compliance.
Privacy in Logs
Sensitive Data Handling
- Passwords are never logged
- Email addresses are partially masked in exports
- PII is anonymized in old logs before deletion
- Sensitive field changes show "changed" not values
GDPR Compliance
When a user requests deletion:
- Their logs are anonymized (not deleted)
- User ID replaced with anonymous identifier
- Original actions remain for compliance
- Cannot be re-associated with the user
Use Cases
Security Monitoring
Watch for suspicious activity:
- Multiple failed login attempts
- Unusual access patterns
- Bulk data exports
- Permission changes
Compliance Audits
Prove your processes:
- Who accessed client data
- When documents were reviewed
- Signature verification history
- Policy enforcement actions
Troubleshooting
Investigate issues:
- When a document was uploaded
- Who modified a template
- Why an intake is in a certain state
- Magic link generation history
Best Practices
- Review regularly - Check logs weekly for anomalies
- Set up alerts - Configure notifications for critical actions
- Export periodically - Maintain external backups
- Document reviews - Keep records of your audit reviews
- Limit access - Only admins should view full audit logs
Plan Availability
| Feature | Starter | Professional | Business |
|---|---|---|---|
| Basic audit logs | ✓ | ✓ | ✓ |
| Extended retention | - | ✓ | ✓ |
| Log export | - | ✓ | ✓ |
| Custom retention | - | - | ✓ |
| Advanced filtering | - | - | ✓ |