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How to add Document History to signed Docs/Agreements.

New Here ,
Feb 14, 2018

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

thanks,

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

Audit.png

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How to add Document History to signed Docs/Agreements.

New Here ,
Feb 14, 2018

Copy link to clipboard

Copied

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

thanks,

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

Audit.png

Views

130

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
Feb 15, 2018

Copy link to clipboard

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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

Audit.png

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
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