See the history of a transaction

Once a transaction is sent, you can see who performed what action and when in the agreement history. This information is updated as each new event occurs and provides details on each event.

Quick steps:

  1. Go to the Manage page
  2. Single-click a listed transaction to select it
  3. Click the History tab on the right side of the page
  4. Click the Audit Report link at the top-right of the history content

Step-by-step:

  1. Go to the Manage page

    Single-click the agreement

    Slick the History tab on the lower-right side of the page

    NAv to Audit Trail
  2. The history of events for the transactions appears in the information window.

    Click the Audit Report link to open a PDF with more details, including IP addresses of where the events took place.

    If the agreement contains form field the Export Data link downloads the form data in a .csv file.

    history2

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