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Introduction
This guide provides concise instructions on how to access and utilize the auditing trail feature for eSign requests within the designated system. Whether an eSign request is in 'draft' or 'sent' status, the auditing trail feature ensures transparency and accountability by allowing users to view and track changes.
A. Problem Statement
Users may encounter difficulties in navigating the eSign system, particularly when trying to access or interpret the auditing trail for eSign requests. This can hinder effective monitoring and the ability to maintain accurate records of document modifications and statuses.
B. Solution
To effectively address these challenges, this guide outlines a straightforward process for accessing the auditing trail of an eSign request from start to finish. By following these steps, users can enhance their understanding and efficiency in managing eSign requests and their respective histories.
Once an eSign request has been started whether it is in a 'draft' or 'sent' status there is an auditing trail.
If you need help in creating a new eSign request, please click Create eSign Request.
View Auditing
1. When you are on the eSign dashboard, choose the eSign request you would like to view the auditing page for (the line will highlight blue).
2. Right click on the line and a menu will appear.
3. Click on download
4. Click on history
5. A message in the top right corner will appear "preparing history file..." 
6. Once the file is ready another message box will appear asking if you would like to "download or open" 
Download will save the file to your file explorer on your computer.
Open will open the file in the new tab.
C. Best Practices
- Secure Access: Ensure only authorized personnel have access to the auditing features to protect sensitive information contained within eSign requests.
- Training: Regularly train staff on how to use the eSign system and particularly on how to access and interpret the auditing trail.
D. Troubleshooting
- Ensure that your browser is up to date, as outdated software can sometimes hinder the functionality of web-based features.
- If the file fails to download or open, ensure your pop-up blocker settings allow downloads from the site.
E. Related Articles
eSigning: Dashboard and Create a New Request
eSigning: Allow User to Self-Sign a Request
Conclusion
Accessing and utilizing the auditing trail for eSign requests is an essential function for maintaining transparency, accountability, and security in document signing processes. By adhering to the outlined best practices and troubleshooting steps, users can effectively manage eSign requests and ensure that all modifications are accurately recorded and easy to review. This not only supports compliance with record-keeping standards but also enhances the overall integrity and reliability of the eSign process.