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Can I merge audit trail and completed documents?

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In BoldSign, you have the option to merge the audit trail and completed documents by enabling the Combine Audit Trail feature in the branding page. When enabled, the audit trail document will be added to the end of the completed documents.

Follow the steps below to merge audit trail and completed documents:

  • Click on the Branding option on the Settings menu to go to the Manage Brands page.
  • On the manage brands page, click on the Create New Brand button.

create new brand

  • You will be taken to the Create New Brand page, add the Brand Name, logo, and color, and switch to the Advanced tab.
  • Enable the Combine Audit Trail option, then click Save and your brand will be created successfully.

combine audit trail

  • If you already have a brand, you can enable the Combine Audit Trail option using the Edit Brand option.
  • While creating a document, on the Prepare document for signing page, select the brand in which the Combine Audit Trail option is enabled and then send the document for signature.

select brand

  • Now, when you download the completed document, the audit trail will be included at the end of the document.

If the Combine Audit Trail option is enabled, the Download Audit Trail option will be hidden on the My Documents page.

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