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.
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
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.
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.
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.
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:
Email/Password
Office365
Azure Active Directory
SalesForce
In case, you are using an individual account, see how to optimise your personal account storage.
In case, you are using an enterprise account, see how to optimise your enterprise account storage.