Configure the content of your Audit Reports

Overview

The Audit Report is the core document that defines an agreement. That being:

• the files used as the context of the agreement
• the participants involved with the agreement 
• how the participants interact with and provide input for the agreement.

All of the information required to obtain a legal electronic signature is captured through a series of milestones that agreements pass through between their Created event and their terminal state.

These milestones may include events such as:

• Document creation
• Modifications to the transaction sent
• Emails sent to recipients
• Email viewed by recipients
• Agreements viewed by recipients
• Delegation of recipient authority
• Signatures and approvals applied to agreements
• Completed/declined/recalled/canceled status

All agreements at all tiers of service include an Audit Report, which can be downloaded from the agreement management page.

Enterprise accounts have the option to add more granular information that can be useful when the auditing agreements.