What is the audit trail (Certificate of Completion)?
The Audit Trail, also known as the Certificate of Completion, is automatically generated when a document is completed in BoldSign. It provides a detailed record of the document’s signing history, including participant activity, authentication information, and timestamps recorded throughout the signing process.
You can use the audit trail to review the signing process and maintain records for auditing, compliance, and reference purposes.
What information does the audit trail contain?
The audit trail may include:
- Document details
- Sender information
- Signer information
- Document activity history
- Sending, viewing, and signing timestamps
- Authentication details used during signing
- IP address information
- Device and browser information, when available
- Audit events recorded throughout the document lifecycle
How does the audit trail help verify signing activity?
The audit trail provides a record of document activity, including:
- When the document was sent
- When the document was viewed
- When the document was signed
- Authentication methods used during the signing process
- Actions performed by participants
- Audit events associated with the document
This information helps organizations verify signing activity, review participant actions, support compliance and recordkeeping requirements, and maintain an auditable record of the document lifecycle.
What signer authentication methods are supported?
BoldSign provides multiple signer authentication methods that can be used to verify signer identity before a document is accessed and signed:
- Email OTP
- SMS OTP
- Access Code
- Identity Verification (IDV)
- KBA
For more information about signer authentication methods, refer to: Signer Authentication Explained: OTPs, Access Codes, and IDV
How do I access the audit trail?
After a document is completed:
- Open the completed document.
- Navigate to the document details page.
- Download the Audit Trail(Certificate of Completion).
For detailed instructions, refer to: How to download the audit trail document
- The audit trail is available only after the document has been completed.
- Audit information included in the certificate depends on the activities recorded during the document workflow.
- Authentication details are included when signer authentication methods are used.
- The audit trail serves as a record of document activity and signing events.
After downloading the audit trail, you can review the document history, participant activity, authentication details, and signing timestamps associated with the completed document.
