How to add Document History to signed Docs/Agreements.

[ronan.killeen]

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

thanks,

[ScottCarter · Accepted solution]

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