How to add Document History to signed Docs/Agreements.

How can I set up agreements so that the Audit trail automatically attaches to the signed Document as a 2nd page?

thanks,

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Correct answer ScottCarter

Greetings!

By default, the Individual service level should attach the Audit trail in all cases to all recipients.

Team, Business and Enterprise levels of service can manipulate this value by:

1. Log in as an Account Admin

2. Navigate to Account > Account Settings > Global Settings > Attach audit report to completed documents

3. Select the setting you want

Never - No one will get the attached audit report
For Sender Only - Only the sender copy on the Signed and Filed email will include the Audit Report
Always - All recipients will have the Audit Report included in the Signed and Filed email

4. Save the setting

Correct answer

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