Skip to content

See where a value came from and which version was shared

Open the email or document behind an important value, see its review history and identify the version shared with a recipient. Follow recorded access and delivery activity when you need to understand what happened.

Original delivery update

Cedar Works · 10 October

Delivery is planned for 18 October.

Source
Email
Attachment
delivery-note.pdf

Date review history

Earlier working date
8 October
Corrected delivery date
18 October
Reviewed by
Mira

Review changes the working value and retains its history; the original email stays unchanged.

Keep a delivery-date correction tied to the original email.

Original records and corrected values

Check a delivery date or invoice amount against the original email or document. Corrections change the working data and keep a separate review history, so the original stays intact.

Follow supporting references within your access and see who reviewed or corrected a value. The available versions follow the source’s access and retention settings.

Identify the output version used in a handoff

See refreshes, shared versions and recorded lifecycle events. Identify the version used for a handover or delivery, even when the working view has since changed.

Keep the original document, reviewed value and shared version connected when you need to explain an answer. Your responsible reviewers assess the underlying business or legal question.

See who accessed information and what happened

Review recorded access, configuration changes, applied sharing policies and delivery attempts in the Audit Log, with actors, times, references and outcomes. AI requests also identify the tool, stated purpose and result information.

Use audit references to trace a request to the shared data and saved version. Full request and response bodies are excluded from the Audit Log, keeping the recorded investigation references separate from those contents.

See which earlier shared versions are still available

Retention settings can remove downloads for eligible superseded shared versions. Their lifecycle history and recorded cleanup events can remain available after those files are pruned.

Source files, storage and backups have their own retention rules. Download pruning and disconnecting a source account have different effects, so choose settings for the material your organization needs to keep.

Keep the supporting history needed for your reviews

Follow an original document, a corrected field and a shared result using the reviewer’s own access. See the recorded actions and which retained versions they can download.

Agree how long the linked material must be available and who owns the retention settings for your deployment. A document reference identifies captured material; its availability still follows access permissions and retention settings.

Common questions

Does cleaning up an old output erase every record of it?

Retained lifecycle history can still identify a superseded shared version after its download is removed. Availability follows the applicable output, source and storage retention settings.

How does the audit history support our compliance review?

It provides recorded actions and references for reviewers to inspect. Certification and compliance depend on your organization’s wider requirements, deployment and processes.

Follow a value from its original email to the version shared

See the source, correction and sharing history together, with the retained evidence available to your reviewer.