Workflow details

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 Document Owner.

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Workflow history

• When a user uploads a document

• When a user adds a file from the library

• When a user adds a file from cloud storage

• The original format of the uploaded document

• When the document is converted to PDF format after upload

• When a user opens a document

• When a user closes a document

• When a user adds a contact to a workflow

• When a user adds a comment to a workflow

• When a user adds an attachment to a workflow

• When a user adds a text field to a document

• When a user fills a form field in a document

• When a user updates the text in a form field

• When a user adds initials to a document

• When an in-person signature is added by a user

• When a user signs a document

• When an electronic seal is applied to a document

• When an electronic seal is updated in a document workflow

• The signing capacity used to sign a document

• The signing reason for signing a document

• When a user shares a document

• When a user recalls a document

• When a user approves a document

• When a user updates a document

• When a user hosts in-person signatures on a document

• When the post-processing activity takes place on a document

• When a user declines a document

• When a user renames a document

• When a user deletes a document

• When a user prints a document

• When a user adds a file to the library

• When a user downloads a document

• When a user adds a template

• When a user applies a template

• When a user completes the document workflow

• When a user updates the document workflow

• When a user accepts the attached legal notice

• When a Time-based OTP is used for secondary authentication to access a document

• When a Time-based OTP is used for secondary authentication for document signing

• When OTP/TOTP is provided for field-level authentication of a signature or in-person field

• The old level of assurance and the new level of assurance in case the signature field was updated while the status of the document was "In-Progress" or "Pending"

• When was a workflow replicated

• Who was the document shared with

• When was the document shared

• Who processed the document (signer, reviewer, editor, delegator, meeting host, electronic seal, 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

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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, electronic seal, 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

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View the workflow history

1. Click the 'Documents' option in the navigation panel.

2. Select a document, and click the 'Details' option in the information panel.

3. Click the 'History' option and the list of activities will appear.

4. Click on a signature or any other activity to see its details.

1. The delivery method will also be displayed in the details of the applicable log items.

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View the workflow timeline

1. Click the 'Documents' option in the navigation panel.

2. Select a document, and click the 'Details' option in the information panel.

3. Click the 'Timeline' option and the workflow timeline will appear.

4. The document owner has the option to download a .xls file of the 'Timeline' of the document by clicking on the 'Export to excel' button.

1. When the "Delete document logs on generation of Workflow Evidence Report" is configured in the service plan of the document owner. the detailed document logs will then only be available in the downloaded PDF of the Workflow Evidence Report under the "Audit Trail" section. Contact your SigningHub Admin in case of any assistance.

2. ​The following will not become part of the details log under the 'History' dialogue:

   1. Preview of email notification sent to document owner

   2. Preview of signature image

3. The 'Timeline' tab will not appear for the following cases:

   1. When the document is in 'Draft' mode

   2. When the workflow was set to 'I am the only signer'

   3. If the "Delete document logs on generation of Workflow Evidence Report" is configured in the service plan of the document owner

   4. If in the workflow the role of the recipient is configured as "Send a Copy"

4. If the workflow is recalled by the document owner and shared again, the 'Timeline' tab will show the recipients:

   1. Who had processed the document before the recall

   2. Who had processed the document after sharing it again

   3. Who has the document been shared with