How to customize the audit trail document?

In BoldSign, you can customize the audit trail document by enabling the custom legal terms and document time zone features on the Branding page. When the customized brand is selected for signature request, these changes will be visible in the audit trail document when downloaded.

Follow the below steps to customize the audit trail document:

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

• You will be directed to the Create New Brand page. In the General section, add the Brand Name, Logo, and Color in their respective fields.

• Then, navigate to the Advance section, where you can customize the custom legal terms and Document time zone in the respective fields.
• For instance, when you set the document time zone to (UTC+03:00)East Africa Time(Africa/Nairobi), the time zone shown in the audit trail document will be the East Africa time.
• Finally, click the Save button and your brand will be created successfully.

• If you already have a brand, then you can edit it by clicking the Edit Brand option on the Context menu.

• Now, when sending documents for signature requests, select the brand that you customized and send the document for signature.

• The changes made in the brand will be accurately reflected in the audit trail document as shown below.