View the workflow history

SigningHub maintains a log of each action performed on a document with the respective date and time stamps. In case, your Service Plan is configured for clearing the document logs, then the document logs will be removed right after the workflow is "Completed" and the Workflow Evidence Report is successfully generated. In case, you continue to perform actions (like opening and closing the document package) even after the workflow is completed, the activity will be reflected in the document logs accordingly and retained until the document package is deleted. These logs are available to the respective Document Owner only if their role is configured by the Enterprise Admin accordingly. In case, you cannot find the Workflow History option, contact your Enterprise Admin to enable it for you.

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Logged activities

• 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

• When a workflow is replicated

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View the workflow history of a document

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.

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1. Once the workflow is marked as "Completed," all previous document logs are deleted, and the Workflow Evidence Report is generated. This report generation is also recorded in the Workflow History as a log entry. These actions are triggered based on the Service Plan configuration.

2. Based on the selected delivery method for each recipient, either their email or mobile number shall be displayed in the details of the applicable log items.

3. Under the Workflow History details, "Signature Authorisation" displays the authentication profile name along with the username and email address of the recipient. This user information only appears for the following authentications:

   1. Email/Password

   2. LinkedIn

   3. Office365

   4. Azure Active Directory

   5. SalesForce

   6. In case, you are using an individual account, see how to optimise your personal account storage.

   7. In case, you are using an enterprise account, see how to optimise your enterprise account storage.