How to see who did what to your notes in the Notes Audit trail

Use the Audit trail to check who changed, shared or deleted a note, filter by date, area or person, and export the result.

Level: beginner · Updated 31 Oct 2026

Before you start

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What the Audit trail is for

The Audit trail is a record of who did what, and when, to your notes, notebooks, tags, shared access and more. It is useful when you need to know who changed a note, who was given access, or what happened to a note that has since been deleted. The record is kept even after the note is deleted, and nobody can edit it. It also never shows what a note says. An edited note appears as "changed".

Who sees what

If you are the owner of the company, you see the trail for the whole company. Anyone else sees the trail for their own workspace: what they did, and what other people did to their notes. The line under the page heading tells you which of the two you are looking at.

Find an entry

Open the Audit trail. Select Audit trail at the bottom of the left menu, just above Help.
Choose dates. Pick a day in From and in To if you only want one period.
Choose what to look at. The What list starts on Everything. Pick Notes, Notebooks, Sharing and roles, Comments, Attachments, Tags, Templates, Smart folders, Actions, Reminders, Meetings, Transcripts, Linked records or Audit log to narrow the list.
Search or pick a person. Search matches the title, the action and the person. Person takes a user ID.
Select Apply. The table shows When, Action, Record, Summary and Person. Entries marked with a warning or security badge deserve a second look.

The list shows one page at a time. Under the table, a line such as 1–25 of 140 tells you where you are. Select Older to go further back and Newer to come forward again.

See the details of one entry

Select the name in the Record column. A panel opens on the right with the time, the person, the record, and how serious the entry is. Under Changes, you see each field with its Before and After value. If nothing was recorded for the action, the panel says so. Select Close when you are done.

Keep a copy

Select Export CSV to download the entries that match your current filters as a file you can open in a spreadsheet, or send to your accountant. If there are too many rows, only the first rows are exported and you are told to narrow the filters. Use the date range or the What list, then export again.

If you see nothing

The message "Nothing recorded for these filters" means no entry matches. Select Clear and try a wider date range.

Steps

At the bottom of the left menu, select Audit trail.
Under the heading, a line says either Showing your whole company or Showing your own workspace. The company owner sees the whole company; everyone else sees what they did and what others did to their notes.
Choose a day in From and a day in To to look at a period.
In What, choose Everything or one area such as Notes, Notebooks, Sharing and roles, Comments, Attachments, Tags or Reminders.
Type a note title, an action or a person in Search. To look at one person, type their user ID in Person.
Select Apply. Select Clear to remove all filters.
Select the name in the Record column to see the full details, including what changed, in a panel on the right.
Select Export CSV to download the rows that match your filters.

Troubleshooting

If the list is empty, then select Clear and widen the dates.
If an export says only the first rows were exported, then narrow the filters and export again.
If you cannot see other people's activity, then you are seeing your own workspace; only the company owner sees the whole company.

Still stuck? Contact support or ask in the community.

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