Audit Trail

Audit Trail


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    • How to complete a document manually

      A “Sent” document (that is partially signed) can be manually completed to create an audit trail that has all the details of the signer/reviewer from initiating the document till the latest sign/review. If the document has been sent to the signers and ...
    • CC

      Introduction The CC feature allows you to add contacts to the document journey who may or may not be signers/reviewers in the document but who need to receive updates (as configured by the sender) in order to remain privy to the progress of the ...
    • Reviewer Role

      Description The reviewer role is a non-signing invitee type where the invitee either approves or rejects a document sent to them. The purpose of this invitee type is to allow the sender to ensure that there is a review of the document before the same ...
    • Security

      The security tab allows you to configure certain safeguards for your signing invitations/documents. In case a security setting is turned on it will be enforced upon all the documents created via new document flow and Workflow creation. If the ...
    • Enable security features

      The option “Enable security features” provides additional authentications to make the signer identification more robust. Require '1 - factor authentication' before document preview Enabling this security feature ensures that an invitee signing a ...