The audit trail

Custodio Legal

Video tutorials in Spanish

These walkthroughs show the complete flow in the Spanish interface.

Every act recorded in your firm: who, what, and when.

Only the owner of the firm opens this screen, and only when the plan includes it.

Open your account menu — at the foot of the sidebar — tap Support and switch to the Audit tab.
Search by person’s name, matter, or a word from the description.
Filter by team member, by type of action, or by period — pick “Choose dates…” to narrow it down between two exact days.
Read who acted, when, and on which resource in each row. Rows with an associated resource can be selected.
Select one of those rows: Resource history opens directly beside the list with its acts, without a second button to open the history. Entries without an associated resource do not open that panel.
If a filter leaves the list empty, remove the search term or widen the period and search again. Filters do not erase records or change the resource.

The list shows how many acts match your filter, grouped by day, and the detail panel opens the full history of the resource you picked.

What you see	What happened	What to do
You cannot see the “Audit” tab in “Support”, or it refuses access when opened	The tab requires the owner role and reading the trail requires the plan capability	Ask whoever manages the firm to check the plan or the role
The list comes up empty	Your filter doesn’t match any act	Adjust the filter, or set it back to “Anyone” / “Whole team”
You want to see what changed, not just that something did	The trail records that something changed, who, and when — never the content of the change	It isn’t available from here: that’s a deliberate protection, not a technical limit