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Conga Support

Audit Trail

Every Conga Sign transaction contains a unique audit trail providing detailed information about events related to that specific transaction. 

The audit trail history contains information including:

  • The document's file name
  • The transaction status (Sent, Complete)
  • A unique transaction ID number
  • The chronological record of events:
    • When a document was sent for signatures and who sent it
    • Who viewed the document
    • Who signed the document and when did they sign it
    • Whether copies of the document were downloaded by signers

How do I access the audit trail for my transaction?

When a document is sent or signed using Conga Sign, an email confirmation containing a link to the audit trail is automatically sent to all recipients and the sender.  Clicking this link will take users to a unique link containing that specific transaction's audit history.  

You may also access a document's audit trail by clicking on any of the signature blocks in the PDF output.

Signers do not need to be Salesforce users to see audit history.

Conga Sign audit trail example

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