Audit Report

The Audit Report tab includes information that the Audit Report would provide on Documents, Participants, Tasks, and more. 

The esign software is designed to accomplish four critical tasks that are required by any "best practices" process for electronically signing documents:

• Proper presentation of the document according to legal and regulatory requirements.
• Proper collection of the electronic signature according to legal and regulatory requirements.
• Auditing of the transaction - who signed it; when did they view it, sign it, were e-mailed a copy; what IP address was used, etc.
• Establish a chain of custody over the document such that it may be proven during a future dispute or compliance audit that the audit trail (shown below in the Document Audit Report) was recorded and that the document has not been tampered with or altered in any way since signing.

The task of the developer is to generate the to-be-signed document and call the system to complete the signing operations requested. The amount of work required depends on the source of your data and how it fits into other workflows in a larger system. Think of it as the engine that will accomplish steps #2 and #3 in the document life cycle. If you take care of step #1, the software will handle the rest.

The Document Audit Report can be accessed from the Status Reports in the Document record (one level under the top-level Transaction record) by clicked "Audit Report".

Clicking on a Document ID, a Task ID, or a Participant ID will automatically take you to the section of the report regarding that specific item. You will also see an option to download a Document Specific Audit Report. 

At the top of the page, you will see options to Go to to the Status Search Page, Download the Evidence Package, Refresh the Transaction Data, and print the page.

There is also an option to Void, Unvoid, and Cancel the Transaction depending on the status of the Transaction. 

Watch the tutorial below on how to find and what is included in Transaction Details.

To open the video in a new tab, click on this link: Transaction Details Video