Review Audit trail for sent documents

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Eugenia Brown
  • Updated

Availability: Essentials, 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 and you will see the list of activities for this document.

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Note:

You'll be unable to export the Audit trail of a document. If you'd like to have this feature vote for it here. 

This feature is enabled by default on Essentials, Business, and Enterprise plans. To disable/enable back, go to the Add-On Store > select Workspaces > uncheck/check workspaces where you'd like to disable/enable this feature and select Save changes. 

Review workflow approval

If you have enabled Workflow approval for a template and then used that template for a document, you will see it in the audit trail:

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