View workflow history

SigningHub maintains a log of each action being performed on a document along with the respective date and time stamps. These logs are available to the respective Document Owner only. However, viewing workflow history is subject to your assigned enterprise user role. If you are willing to use this provision, ask your Enterprise Admin to enable it in your Role>Document Settings.

The following document actions are logged:

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

View workflow history of a document

Click the "Documents" option, available at the top of the SigningHub screen.
From your documents list, locate and select the document for which you want to see the workflow history.
Click the three dots menu and select the "Workflow History" option.
A dialog will appear as shown below. Each log item is provided with the respective "Details" link.
Click the "Details" link to view the details of respective log item. Each document revision is downloadable with subject to your storage configuration settings.

In case you are using an individual account, see how to optimise your personal account storage.
In case you are using an enterprise account, see how to optimise your enterprise account storage.

Based on how your Service Plan is configured, system will either retain or delete the document logs in the Workflow History dialog when the workflow is marked "Completed" and the Workflow Evidence Report is successfully generated. In case, the Service Plan is configured to delete the document logs, then the detailed document logs will then only be available in the downloaded PDF of Workflow Evidence Report under the "Audit Trail" section. Contact your SigningHub Admin in case of any assistance.

The following will not become part of the details log under the "Workflow History" dialog:

Preview of email notification sent to document owner
Preview of signature image