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Signing audit trail

Learn what signing activity Legatics records, who can see each entry, and where to find DocuSign's own evidence.

The activity log

The matter's activity log records signing activity as well as everything else that happens in the matter. For signing, it records:

  • documents added, removed, renamed and exported, new versions uploaded, and changes to a document's version state

  • changes to who has access to Signing

  • entities and people added to or removed from the signers list, parties and signatories added to or removed from a document, and authorised signatories added or removed

  • signature pages marked or unmarked, and parties and signatories tagged or untagged to a page

  • packs created, renamed, deleted and downloaded, documents or pages added to or removed from a pack, and every change to a pack's status

  • DocuSign envelopes created, their status changes, documents removed from an envelope, and signed documents brought back into Legatics

  • changes to a signatory's or a document's status, including when a signatory signs and when a status is set or cleared by hand

  • signed files uploaded, pages matched or unmatched, and documents collated

Each entry has an icon and a link to the right place in Signing. You can download the log as a CSV file. The file contains the entries you can see, no more.

For how the activity log works in general, see Tracking matter activity with the audit trail.

[Screenshot: The Activity page, showing signing entries.]

Who can see signing entries

What you see depends on your access to Signing.

Your access

What you see

Matter administrator

Every signing entry.

Edit access to Signing

Only entries for pages marked or unmarked as signature pages, parties and signatories tagged or untagged, and packs downloaded. You see these only for documents you can see. For a pack, you need to be able to see every document in it.

View access to Signing only

No signing entries.

No Signing access

No signing entries.

Changes to someone's access take effect the next time you load the activity log.

Who did it

Each entry shows who made the change. If the person is in a party that is hidden from you, you see Hidden user. System means Legatics did it automatically, for example when DocuSign reports a change.

DocuSign evidence

The activity log records what happened in Legatics. For a record of how a document was signed in DocuSign, use the certificate of completion and envelope history. They are saved on the document's Details tab, where you can download them. See Viewing a document's details.

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