Most document automation tools process files and move on — leaving no record of who touched what, or when. FileSurf logs every AI extraction, validation decision, and data export so your team always has a defensible, timestamped chain of custody.
Use Cases
When regulators or auditors request documentation of your processing history, FileSurf provides a complete per-document audit log: who uploaded it, what the AI extracted, which validation rules fired, and where the data was sent. No scrambling to reconstruct timelines.
Route extracted document data through sequential or parallel human review stages. Every reviewer action — approval, rejection, override, comment — is recorded with a timestamp and user identity, creating an unambiguous record of every decision in the workflow.
When document data flows into downstream systems (ERP, CRM, DMS, HRIS), FileSurf logs the exact payload sent, the destination endpoint, and the response status. If a downstream system has mismatched data, you can pinpoint exactly what was exported and when.
Powerful Features
Everything you need to streamline your workflow with AI-powered automation.
Every action on every document is written to an append-only audit log: uploads, AI extraction runs, field-level validation results, manual overrides, reviewer assignments, approvals, and exports. Logs cannot be edited or deleted — only queried.
The audit trail captures not just what the AI extracted, but how confident it was in each field. Low-confidence extractions are automatically flagged for human review and logged with the specific reason, so you can defend every data point downstream.
Every time validated document data leaves FileSurf — via REST API, webhook, CSV export, or native connector — a signed receipt is recorded. It captures the timestamp, destination, data hash, and HTTP status code, creating an end-to-end chain of custody.
Search, filter, and export audit events by document, user, date range, workflow stage, or validation outcome. Generate PDF audit reports for a specific time window in one click — formatted for regulator or internal compliance reviews.
FAQ
FileSurf records a comprehensive, immutable event log for every document. This includes: upload timestamp and authenticated user identity, AI extraction results with per-field confidence scores, validation rule outcomes (pass, fail, flagged), manual reviewer actions and override reasons, approval or rejection decisions with timestamps, and every outbound data export with destination and payload hash. All events are stored in an append-only log that cannot be modified after the fact.
When auditors request evidence of your document processing practices, FileSurf lets you filter the audit log by document, date range, or workflow stage and export a formatted PDF report in minutes. Each report includes a complete chain of custody from initial upload through final export, with user identities, timestamps, and validation decisions — everything an auditor needs to verify that your processing met policy requirements.
Yes. FileSurf uses role-based access controls and ties every review or approval action to an authenticated user account. The audit log records the reviewer's name, role, action taken (approved, rejected, overridden), any comments entered, and the exact timestamp. This creates an unambiguous accountability chain for multi-stage review workflows.
Audit logs are retained for a minimum of 7 years by default, configurable per your data retention policy. You can export raw logs in JSON or CSV format via the API for archiving in your own systems, or generate formatted PDF audit reports directly from the FileSurf dashboard for any document, user, or time window.
Yes. FileSurf exposes audit events via a real-time webhook stream and a queryable REST API, so your GRC platform, SIEM, or compliance monitoring tool can ingest events as they happen. We also offer scheduled log exports to S3-compatible storage. For teams using ServiceNow, Splunk, or similar tools, custom connectors are available on enterprise plans.
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