Category / Section
Can I merge audit trail and completed documents?
Published:
1 min read
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.
- 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 clickSave
and your brand will be created successfully.
- If you already have a brand, you can enable the
Combine Audit Trail
option using theEdit 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.
- 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.