In this tutorial, we'll walk you through the process of accessing a document's audit trail within the EasiSign interface. The audit trail, also known as an 'Audit Log,' provides valuable insights into the history of document interactions, ensuring transparency and accountability throughout the signing process.
Accessing the Audit Trail:
1. Via Account Baskets:
Navigate to your EasiSign account.
Locate the appropriate basket where the document is stored, such as 'Completed,' 'Circulating,' 'Rejected,' etc.
Click on the document to open it.
Look for the option to view the audit trail within the document's interface.
2. Direct Access from SigniFlow's Signing Interface:
While viewing the document within the SigniFlow signing interface, locate the option to access the Audit Trail.
This direct access method provides quick insights into the document's history without the need to navigate through different baskets.
Understanding the Audit Trail:
The Audit Trail offers comprehensive details regarding document activities, including actions taken by signatories, timestamps, and any modifications made throughout the signing process.
By reviewing the Audit Trail, users can track the progression of the document, identify any delays or bottlenecks, and ensure compliance with regulatory requirements.
To see a visual walkthrough of how to view a Document's Audit Trail in EasiSign, watch the accompanying video tutorial here.
Conclusion:
Efficiently accessing and reviewing a document's audit trail is essential for maintaining transparency and accountability within the signing process. Whether through account baskets or directly from the signing interface, SigniFlow's EasiSign platform empowers users with the tools needed to track document activities effectively.