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.
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
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
View the workflow history
Click the 'Documents' option in the navigation panel.
Select a document, and click the 'Details' option in the information panel.
Click the 'History' option and the list of activities will appear.
Click on a signature or any other activity to see its details.
The delivery method will also be displayed in the details of the applicable log items.
View the workflow timeline
Click the 'Documents' option in the navigation panel.
Select a document, and click the 'Details' option in the information panel.
Click the 'Timeline' option and the workflow timeline will appear.
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.
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.
The following will not become part of the details log under the 'History' dialogue:
Preview of email notification sent to document owner
Preview of signature image
The 'Timeline' tab will not appear for the following cases:
When the document is in 'Draft' mode
When the workflow was set to 'I am the only signer'
If the "Delete document logs on generation of Workflow Evidence Report" is configured in the service plan of the document owner
If in the workflow the role of the recipient is configured as "Send a Copy"
If the workflow is recalled by the document owner and shared again, the 'Timeline' tab will show the recipients:
Who had processed the document before the recall
Who had processed the document after sharing it again
Who has the document been shared with
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