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Configure the content of your Audit Reports

 

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Overview

The Audit Report is the core document that defines an agreement. That being:

  • the files used as the context of the agreement
  • the participants involved with the agreement 
  • how the participants interact with and provide input for the agreement.

All of the information required to obtain a legal electronic signature is captured through a series of milestones that agreements pass through between their Created event and their terminal state.

These milestones may include events such as:

  • Document creation
  • Modifications to the transaction sent
  • Emails sent to recipients
  • Email viewed by recipients
  • Agreements viewed by recipients
  • Delegation of recipient authority
  • Signatures and approvals applied to agreements
  • Completed/declined/recalled/canceled status

All agreements at all tiers of service include an Audit Report, which can be downloaded from the agreement management page.

Enterprise accounts have the option to add more granular information that can be useful when the auditing agreements.

Once logged in, select Manage > Status of the agreement you would like to see > Select the agreement name, then select Download Audit Report on the right pane.


Availability

The Audit Report controls are available in the Adobe Sign Solutions and Acrobat Sign for Government tiers of service only.
Acrobat Standard and Acrobat Pro service levels have all events required for a legal service enabled. There are on controls to configure broader details of the agreement.
Please select the version of Acrobat Sign you are using:

Acrobat Sign Solutions (enterprise)


Configuration - Enterprise

The feature can be enabled at both the account and group levels.

To review and edit the feature controls:

  1. Log in as an administrator
  2. Navigate to Account Settings > Global Settings > Audit Report
The Admin Menu showing the Audit Report controls.

The configurable options are:


Other settings to consider

There are many elements of the Acrobat Sign service that will inform how the audit report records events. Recipient Roles, signature solutions, authentication methods, and more will populate additional information automatically.

Aside from the automatic additions, there are several settings that directly involve the Audit Report that are worth mentioning:

  • Global Settings > Attach audit report to documents
  • Global Settings > Set a default timezone for Audit Reports
  • Security Settings > Apply a timestamp to certification seals for agreements containing only e-signatures, and their audit reports
Alert:

When reminder emails are suppressed, no updates are added to the audit report. This restriction includes reminders that are triggered to produce a webhook event. e.g., When the account settings are configured to add reminders to the audit report, and individual groups have the reminder email suppressed, the specifically configured groups will not include reminder events in their audit reports.

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