Availability: Starter, Business, and Enterprise plans
Audit trail provides a step-by-step history of document status changes.
Open the sent document, click Audit trail in the top-right corner, and you will see a list of activities for this document.
Note: You can now export the document's Audit trail as a CSV file. To do this, select Export as CSV in the Audit trail panel.
This feature is enabled by default on Essentials, Business, and Enterprise plans. To disable/enable back, go to the Extension > select Workspaces > uncheck/check workspaces where you'd like to disable/enable this feature, and select Save changes.
Actions displayed in the Audit trail
The Audit trail displays comprehensive document activity tracking. For documents, it shows actions like:
• Document creation, sending, and completion
• Viewing, signing, and approval activities
• Payment-related events (waiting for payment, paid, failed)
• Recipient management (added, edited, deleted, reassigned)
• Status changes (approved, rejected, declined, expired)
• Verification attempts and results, etc.
You can access document audit trails by opening a sent document and clicking Audit trail in the top right.