--- title: "Audit Log History & Merged Content" slug: "audit-log-history-merged-content" updated: 2026-10-29T17:03:07Z published: 2026-10-29T17:03:07Z canonical: "wiki.cobblestonesoftware.com/audit-log-history-merged-content" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Audit Log History & Merged Content **COBBLESTONE SOFTWARE** Contract Insight — User Guide **Audit Log History & Merged Content** *Document Templates: Generation/Merging › Audit Log History & Merged Content - Document Generation › Audit Log History & Merged Content* **Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. The examples below use a contract record, but the same **Audit History** page is reached from any record's **Actions** menu. # 1. Overview Every record in Contract Insight keeps an **Audit History**: a newest-first log of everything recorded against that record, such as views, edits, file check-ins/check-outs, and template activity. The history is assembled from two separate logging systems, the core **Contract Insight** application and the **Vendor/Client Gateway** portal. The **All history** tab merges both sources into one chronological timeline (the "merged content"), while the other two tabs show each source on its own. # 2. Key Elements - **All history** tab (default): the merged timeline from every source. It includes a **Source** column identifying which system logged each entry. - **Contract Insight history** tab: only events logged by the core application. The Source column is hidden because it would be redundant. - **Vendor/Client Gateway history** tab: only events logged when a vendor or client works with the record through the Gateway portal. - **When / Who / Event** columns: shared by all three tabs. Each column header has a filter (funnel) icon. - **Search** box: filters the entries on the current tab by keyword. - **Export** menu: downloads the current tab's entries as **Excel**, **CSV**, or **PDF**. - **Paging controls**: large histories (often hundreds or thousands of entries) are split into pages. Use the page buttons and the **Items per page** selector to move through them. # 3. Opening a Record's Audit History 1. From the Contract Insight homepage, hover over the **Requests/Contracts** icon in the left navigation bar and select **Contracts**. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_nav_contracts(10).jpg) 1. Locate the record (use the **Search** box if needed) and click **Manage** on its row. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_contracts_manage(8).jpg) 1. On the record page, click **Actions** in the top-right corner. 2. Under **Record Actions**, select **View History**. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_actions_view_history.jpg) The **Audit History** page opens on the **All history** tab. Use the breadcrumb at the top of the page to return to the record. # 4. Reviewing the Audit History ## 4a. All History (Merged View) 1. Open the record's Audit History (see Section 3). The **All history** tab is selected by default. 2. Review the entries in the grid. Each row shows the **Source** (Contract Insight or Vendor/Client Gateway), **When** the event happened, **Who** performed it, and the **Event** description. 3. Use the paging controls at the bottom of the grid to move through older entries, or change **Items per page**. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_all_history.jpg) ## 4b. Contract Insight History 1. Click the **Contract Insight history** tab. 2. The grid now shows only events logged by the core application. The **Source** column is removed, leaving **When**, **Who**, and **Event**. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05_ci_history.jpg) ## 4c. Vendor/Client Gateway History 1. Click the **Vendor/Client Gateway history** tab. 2. The grid shows only events logged through the Vendor/Client Gateway portal, using the same **When**, **Who**, and **Event** columns. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06_vcg_history.jpg) **Note:** If no vendor or client has worked with the record in the Gateway, the tab displays "No vendor or client has touched this record in the Vendor/Client Gateway." and the **Export** button is unavailable. # 5. Searching and Filtering Entries 1. On any tab, type a keyword (for example, a user name or "checked out") in the **Search** box above the grid to narrow the list. 2. To filter a single column, click the **filter** (funnel) icon in that column's header. 3. In the filter panel, either select **Text Filters** for a condition-based filter, or use the panel's **Search** box and checkboxes to choose specific values. 4. Click **OK** to apply the filter, or **Cancel** to close the panel without changes. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/08_column_filter.jpg) **Note:** To remove a column filter, reopen the filter panel and click **Clear Filter**. # 6. Exporting the Audit History 1. Select the tab containing the entries you want to export (**All history**, **Contract Insight history**, or **Vendor/Client Gateway history**). 2. Click **Export** in the top-right corner of the page. 3. Select **Excel**, **CSV**, or **PDF**. The file downloads through your browser. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07_export.jpg) # 7. Quick Reference Summary | Task | Where | Action | | --- | --- | --- | | Open a record's Audit History | Record page | **Actions** → **View History** | | See every event from all sources | Audit History | **All history** tab (includes **Source** column) | | See only core application events | Audit History | **Contract Insight history** tab | | See only vendor/client portal events | Audit History | **Vendor/Client Gateway history** tab | | Find specific entries | Above the grid | Type in the **Search** box | | Filter a column | Column header | Click the funnel icon → choose values → **OK** | | Browse older entries | Below the grid | Page buttons / **Items per page** | | Download the history | Top-right of page | **Export** → Excel, CSV, or PDF |