Reviewing Activity and Audit Events

Envelope activity can be viewed in a few different places

Activity Screen

The Activity screen allows you to view up to 90 days of Envelope activity.

Drop downs and the search bar can be used to configure what data you wish to view. i.e if you wanted to view all the created envelopes in the last 7 days you would set the top dropdown to '7days', the categories dropdown to 'Envelopes' and the types dropdown to  'Created'

 

Envelopes screen

Activity and audit events can also be found in two places within the Envelopes screen.

Document history

Click the three dots in the actions column 
Select Details

The following screen is shown where you can access the document history panel. 

Via the completion certificate (only available on completed Envelopes)

Click the three dots in the actions column 
Select View Document
Under 'More actions' (Top right) select 'Download Completion certificate'

 

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk