Handling Audit Trails For E-signatures
Our platform produces audit trails for every e-signature dispatched. The audit trail is a document that provides court admissible data that track the document and the signatories as the document is filled and signed. We generally track the following information:
* Recipient's bio such as name, email address, and role etc.
* Recipient's IP Address.
* Date and time.
* Location.
* Device type.
* Document name and type.
Audit trails can be generated automatically or on-demand as a separate document. To generate an audit trail automatically you have to login to DocEndorse and enable it in settings. You go the left side of your screen click settings -> General -> Profile Tab. Scroll down to the "Document Management" pane and enable "Merge Audit Trail with Documents". This will automatically generate and merge the audit trail with the document that has been sent out.
You can also get audit trail on demand by going to the left side of your screen from within your DocEndorse account and then click "Esign Details" -> Requests -> look the e-sign request in question and then click options and then "Get Information". If the e-sign request is completed you will see a button that says "Generate Audit Trail" — this will generate a PDF copy of the audit trail for you.