Tracking & Managing Documents

Monitoring submission status (sent, opened, completed, declined); searching and filtering the submissions dashboard; downloading completed documents and audit trails; exporting data; archiving and restoring submissions.

2 articles

How to download a completed document and its audit trail

How to download the completed signed PDF and the audit trail PDF that records who signed, when, and from which IP address.

4 steps Tracking & Managing Documents

How to view the full activity timeline of a submission

Open the event log to see every action taken on a submission, including email delivery, form views, and field completion timestamps.

4 steps Tracking & Managing Documents