Audit trail
Append a signing audit to the end of every signed PDF. The audit records details about the document and a timeline of when and where each recipient viewed and signed it.
What you'll do
- Enable the audit trail on a signature request
- Confirm the audit trail is active
- Understand what's recorded
1. Add a signature request to your workflow
You'll need a signature request set up first. See Get started with eSignatures.
2. Open the signature request block
In your workflow, click the signature request block.
3. Enable the audit trail
On the right hand side of the block, find the Audit trail toggle. It's off by default. Turn it on to start including the audit trail in signed PDFs from this workflow.
4. Confirm the audit trail is active
Run a test signature request through the workflow to see the audit trail on a real signed PDF.
What the audit trail looks like
The audit trail is added as an extra section at the end of the signed document. It includes details about the document and a timeline of when and where each recipient viewed and signed it.
Why use an audit trail
- Security. Records who signed and when.
- Compliance. Several jurisdictions expect a verifiable record of the signing process. See Compliance for the laws we support by country.
- Dispute resolution. Gives every party a shared record if questions come up later.