View workflow details of your enterprise documents

SigningHub allows the Enterprise Admin to access the enterprise documents, if you want to view your enterprise documents, go to the enterprise documents listing. SigningHub maintains a log of each action being performed on a document along with the respective date and time stamps. The "Workflow Details" dialog which presents the logs of each action being performed consists of two tabs; "Workflow History" and "Workflow Timeline". However, viewing "Workflow Details" is subject to your assigned enterprise user role. These logs are only available to the respective Enterprise Admin.


Workflow History

The following document actions are logged under "Workflow History":

  • When was the document uploaded by a user

  • When was the document added from library by a user

  • When was the document added from cloud by a user

  • The original format of the uploaded document

  • When the document was converted to pdf format after upload

  • When was the document opened by a user

  • When was the document closed by a user

  • When was the contact added in the document by a user

  • When was the comment added in the document by a user

  • When was an attachment added in the document by a user

  • When was a text field added in the document by a user

  • When was a form field filled in the document by a user

  • When was a form field text updated in the document by a user

  • When was the document initials were filled by a user

  • When was the document signed In-person by a user

  • When was the document signed by a user

  • The signing capacity with which a user signed the document

  • The signing reason for signing the document

  • When was the document shared by a user

  • When was the document recalled by a user

  • When was the document approved by a user

  • When was the document updated by a user

  • When was the document hosted for in-person signatures by a user

  • When was the post processing activity done on the document by a user

  • When was the document declined by a user

  • When was the document renamed by a user

  • When was the document deleted by a user

  • When was the document printed by a user

  • When was the document added in the library by a user

  • When was the document downloaded by a user

  • When was the document template added by a user

  • When was the document template applied by a user

  • When was the document workflow completed by a user

  • When was the document workflow updated by a user

  • When was the attached legal notice accepted by a user

Workflow Timeline

The following document details are logged:

  • Who was the document shared with

  • When was the document shared

  • Who processed the document (signer, reviewer, editor, delegator, meeting host, gatekeeper)

  • When was the document processed

  • The time taken by the recipient to process the document

  • Total time taken to process the document

  • When was the document recalled by the user


View workflow details of an enterprise document

  1. Login with your enterprise admin credentials.

  2. Click "Configurations" in left menu and click "Documents" under Documents & Signing options in Enterprise Configurations section.

  3. Select the document package to view its details and click "Signing details" in right panel.

  4. Click "History".

  5. The history will be displayed in right panel.

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