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, Canceled)
- A unique transaction ID number
- The chronological record of events, including:
- When a transaction was created
- When the document was sent for signatures and who sent it
- Who viewed the document
- Who signed the document and when did they sign it
- If the transaction was canceled and when it was canceled
- The unique IP Address for each event
The events listed above trigger email notifications to the requestor.
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. A link to a Conga Sign audit trail is shareable and accessible to anyone who receives the link.
Salesforce users with an assigned Conga Sign license may also access the audit trail on the related Conga Sign Transaction record. If a user does not have access to the shareable audit trial URL, they must have a Conga Sign license to access the audit trail from a Conga Sign Transaction record in Salesforce.
You may also access a document's audit trail by clicking a completed signature tag or initial tag in the signed PDF output file.
Signers do not need to be Salesforce users to see audit history.