Audit Trail

This article contains information specific to Documents in Pepper Flow. If you are looking for similar information about Claims, please see the Claims article.

The Audit Trail provides a timeline of important events related to a job, document, or claim in Pepper Flow.

• Access Audit Trail
• Event overview
• Download Audit Trail
• Events captured

Access a document’s Audit Trail

1. In the Viewer, click "Details" in the lower left.
2. In the Details overlay, click "Audit Trail".

Event overview

1. Date of activities 
2. Document ID and job type
3. Time and date of event
4. Event or action
5. Document version

Download Audit Trail

1. In the viewer, click "Details" in the lower left.
2. In the Details overlay, click "Audit Trail".
3. In the bottom right corner of the screen, click "Download CSV".

Note: The date stamp included in the CSV download will be in the time zone set within your profile settings.

Events captured

• Job started
• Job status changed (In Review to Approved, for example)
• Job completed (Approved, Rejected, Canceled)
• Version deleted
• File uploaded
• Annotation added
• Annotation reply added
• Annotation resolved
• Annotation edited
• Annotation moved
• Annotation deleted
• Annotations imported
• Undo annotation import
• Substantiation or supporting material added
• Substantiation or supporting material material removed
• Job and/or document/claim detail updated
• Assignees selected
• Assignees voted
• Task completed

Related help topics

• Viewer
• Properties
• Documents
• Jobs