View workflow details of your enterprise documents

SigningHub allows the Enterprise Admin to access the enterprise documents, if you want to view your enterprise documents, go to the enterprise documents listing as shown in the image below:

SigningHub maintains a log of each action being performed on a document along with the respective date and time stamps. The "Workflow Details" dialog which presents the logs of each action being performed consists of two tabs; "Workflow History" and "Workflow Timeline". However, viewing "Workflow Details" is subject to your assigned enterprise user role. These logs are only available to the respective Enterprise Admin.

Workflow History

The following document actions are logged under "Workflow History":

When was the document uploaded by a user
When was the document added from library by a user
When was the document added from cloud by a user
When was the document opened by a user
When was the document closed by a user
When was the contact added in the document by a user
When was the comment added in the document by a user
When was an attachment added in the document by a user
When was a text field added in the document by a user
When was a form field filled in the document by a user
When was a form field text updated in the document by a user
When was the document initials were filled by a user
When was the document signed In-person by a user
When was the document signed by a user
The signing capacity with which a user signed the document
When was the document shared by a user
When was the document recalled by a user
When was the document approved by a user
When was the document updated by a user
When was the document hosted for in-person signatures by a user
When was the post processing activity done on the document by a user
When was the document declined by a user
When was the document renamed by a user
When was the document deleted by a user
When was the document printed by a user
When was the document added in the library by a user
When was the document downloaded by a user
When was the document template added by a user
When was the document template applied by a user
When was the document workflow completed by a user
When was the document workflow updated by a user
When was the attached legal notice accepted by a user

Workflow Timeline

The following document details are logged:

Who was the document shared with
When was the document shared
Who processed the document (signer, reviewer, editor, delegator, meeting host, gatekeeper)
When was the document processed
The time taken by the recipient to process the document
Total time taken to process the document
When was the document recalled by the user

View workflow details of an enterprise document

Login with your enterprise admin credentials.
Click your profile drop down menu (available at the top right corner).
Click the "Enterprise Settings" option.
Click the "Documents" option from the left menu.
All the document packages within your enterprise will be listed in their respective statuses.
Search/ move to the document package to view its details. Click adjacent to it and select the " Workflow Details" option.

A dialog will appear to display the workflow details. By default, the "Workflow History" tab will appear.

Click "Workflow Timeline" to move to the workflow timeline tab.

The "Workflow Timeline" tab will not appear for the following cases:

When the document is in "Draft" mode
When the workflow was set to "Only Me" under the "NEW WORKFLOW" button
If the "Delete document logs on generation of Workflow Evidence Report" is configured in the service plan of the document owner
If in the workflow the role of the recipient is configured as "Send a Copy".

If the workflow is recalled by the document owner and shared again, the "Workflow Timeline" tab will show the recipients:

Who had processed the document prior to the recall
Who had processed the document after sharing again
Who has the document been shared with

A User's Guide to SigningHub Web