Product Demo

Data Room Access and Audit Logs

Control who can access a room and audit key activity with event-level visibility.

Review audit logs

Demo segment 8.2.1. Use next/previous to move across this workflow.

Data Room Access and Audit Logs

Step Walkthrough Notes

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Video walkthrough: Audit Logs (DocKosha)

What this video is showing (high level)

This is a short product walkthrough of Internal Audit Logs in DocKosha.
It demonstrates two places you can view audit logs:

  1. Data room audit log (shows activity across a whole data room)
  2. Document audit log (shows activity for one specific document)

It also shows that audit logs are permission-gated: only workspace owners can view internal audit logs (non-owners see an “Access restricted” message).


Step-by-step walkthrough (as shown in the video)

Part A — Open the data room internal audit log

Step 1 — Start from the intro screen

  • The video opens with an intro message: “View internal audit logs for data rooms and documents.”
  • The purpose is explained: you can track actions like sharing, viewing, and removing links using a clear audit trail.
  • There’s a Get Started button to begin the guided tour.

Step 2 — Go to a data room

  • In the left sidebar, the user is already in Data Rooms.
  • The user opens a data room named “Investors Docs”.

Step 3 — Open the “More” menu

  • In the data room header area, there’s a row of actions (e.g., Refresh, Share, Detailed Analytics).
  • The walkthrough highlights the More dropdown (tooltip: it contains extra actions including audit tools).

Step 4 — Click “Internal audit log”

  • Inside More, the user selects Internal audit log.
  • Tooltip guidance appears: this will show “a trail of every key action in this data room.”

Step 5 — See permission behavior (Access restricted)

  • The page title changes to Internal audit log.
  • The video shows an “Access restricted” state:
    • Message: Only workspace owners can view internal audit logs.
  • This is what a non-owner (or someone without the right role) would see.

Step 6 — View the actual audit log feed (owner view)

  • Next, the video shows the real audit log list (what an owner sees).
  • It appears as an activity feed with rows like:
    • Uploaded document
    • Created link
    • Deleted link
    • Deleted document
    • Created folder / Deleted folder
  • Each row includes:
    • Who did it (example shown: viewer@example.com)
    • What happened (action type)
    • Where/what item (e.g., the document name or link name)
    • When it happened (e.g., “3 minutes ago”, “about 2 hours ago”)
  • There is also a Refresh button to reload the feed.
  • The user scrolls down to show more history (older actions).

Part B — Open the document internal audit log

Step 7 — Switch to the Documents section

  • The user clicks Documents in the left sidebar.
  • The “My Documents” area loads and shows a table of files.

Step 8 — Open a document

  • The user opens a file named “Theory of Everything.doc”.
  • A document viewer appears (preview on the left, details panel on the right).

Step 9 — Find the “Audit log” tab

  • At the top-right of the document view, the video shows tabs like:
    • Document
    • Share
    • Analytics
    • Audit log
  • Tooltip guidance appears: click Audit log to track exactly who did what on the document and when.

Step 10 — See permission behavior again (Access restricted)

  • When the user clicks Audit log, the right panel shows:
    • Access restricted
    • Only workspace owners can view internal audit logs
  • Same rule as the data room audit log: it’s owner-only.

Step 11 — View the document audit log feed (owner view)

  • The video then shows the owner view for this document’s audit log.
  • The audit log appears on the right side as an Internal Audit Log feed, while the document preview stays visible.
  • Example events shown include:
    • Created link
    • Deleted link
    • Uploaded document
  • Some events can be expanded to reveal structured details, like:
    • Action (e.g., Created)
    • Area (e.g., Link sharing)
    • Link name
    • Access level (e.g., public)
    • Download setting (e.g., Disabled)
    • NDA gate (e.g., Enabled)
    • Expiration (e.g., Never)
  • There’s also a Refresh button here.

What a normal user should take away

  • Audit logs are a timeline of actions (who did what, to which item, and when).
  • You can view logs:
    • Per data room (everything happening in that room)
    • Per document (everything happening to that file)
  • Workspace owners only can access “Internal audit logs” (others see “Access restricted”).
  • Log entries can include extra context (like link settings: access, download allowed/disabled, NDA gate, expiration).

Quick “where to click” cheat sheet

  • Data room audit log:
    Data Rooms → open a room → More → Internal audit log

  • Document audit log:
    Documents → open a file → Audit log tab

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