Campaigns, documents, and advanced features

Understand the e-signature audit trail

The quick answer

The audit history records changes to a signing request and supports the completed document's evidence. Preserve the final PDF and history together under your organization's retention policy.

PREFER TO WATCH?

See it in action

Read the video transcript

Open Files and documents, select Tracked documents, and open the Atlas proposal.

Show the page thumbnails and select page two. Use the zoom controls to inspect the document.

Choose Create link to share and name the link. Disable downloads, add a watermark, then create it.

Copy the new viewer link to your clipboard.

Review Maya's existing session, pages viewed, and time on each page.

For signing, choose one person, upload the PDF, and enter the signer. Apply the starting layout, position the signature field, and add a note before sending.

Review signing evidence

  1. Open the request record

    Find the exact request in Signature requests and review each recipient's state and timestamps.

  2. Inspect the audit history

    Use the available request history to distinguish request creation, viewing, signing, reminder, cancellation, and other state changes.

  3. Keep the final document and history

    Retain the completed PDF and audit evidence under your organization's retention policy.

  4. Match the workflow to the transaction

    Consider identity, consent, intent, document type, jurisdiction, and required authentication. Use specialized verification when the transaction needs stronger assurance.

IN YOUR WORKSPACE

What it looks like

Signature request status provides a route to the underlying signing record.

  1. New signature request

    Start with the document and signer details.

  2. Recent requests

    Check status, progress, and available request actions.

Signature request status provides a route to the underlying signing record.

Signature request status provides a route to the underlying signing record.

  1. New signature request

    Start with the document and signer details.

  2. Recent requests

    Check status, progress, and available request actions.

Review signature requestsRead the complete product guide