View workflow details

SigningHub maintains a log of each action being performed on a document along with the respective date and time stamps. The "Workflow Details" dialog which presents the logs of each action being performed consists of two tabs; "Workflow History" and "Workflow Timeline". However, viewing "Workflow Details" is subject to your assigned enterprise user role. These logs are only available to the Document Owner.

Workflow History

The following document actions are logged under "Workflow History":

When was the document uploaded by a user
When was the document added from library by a user
When was the document added from cloud by a user
The original format of the uploaded document
When the document was converted to pdf format after upload
When was the document opened by a user
When was the document closed by a user
When was the contact added in the document by a user
When was the comment added in the document by a user
When was an attachment added in the document by a user
When was a text field added in the document by a user
When was a form field filled in the document by a user
When was a form field text updated in the document by a user
When was the document initials were filled by a user
When was the document signed In-person by a user
When was the document signed by a user

When an electronic seal is applied on a document

The signing capacity with which a user signed the document

The signing reason for signing the document

When was the document shared by a user
When was the document recalled by a user
When was the document approved by a user
When was the document updated by a user
When was the document hosted for in-person signatures by a user
When was the post processing activity done on the document by a user
When was the document declined by a user
When was the document renamed by a user
When was the document deleted by a user
When was the document printed by a user
When was the document added in the library by a user
When was the document downloaded by a user
When was the document template added by a user
When was the document template applied by a user
When was the document workflow completed by a user
When was the document workflow updated by a user
When was the attached legal notice accepted by a user
When was a primary authentication method used for accessing a document
When was a secondary authentication method used for accessing a document
When was Time based One Time Password used as a secondary authentication method for accessing a document
When was Time based One Time Password used as a secondary authentication method for document signing
When was the OTP/TOTP provided for field level authentication of the Signature and/or In-person field
The old level of assurance and the new level of assurance in case the signature field was updated while the status of the document was "In-Progress" or "Pending"
When was a workflow replicated

Workflow Timeline

The following document details are logged:

Who was the document shared with
When was the document shared
Who processed the document (signer, reviewer, editor, delegator, meeting host, electronic seal, gatekeeper)
When was the document processed
The time taken by the recipient to process the document
Total time taken to process the document
When was the document recalled by the user

View workflow history of a document

From your documents list, locate and select the document for which you want to see the workflow history.

Click the three dots menu and select the "History" option.
A dialog will appear as shown below.

Based on the selected delivery method for each recipient, either their email or mobile number shall be displayed.

View workflow timeline of a document

From your documents list, locate and select the document for which you want to see the workflow timeline.

Click the three dots menu and select the "Timeline" option.

Based on the selected delivery method for each recipient, either their email or mobile number shall be displayed.

When the "Delete document logs on generation of Workflow Evidence Report" is configured in the service plan of the document owner. the detailed document logs will then only be available in the downloaded PDF of Workflow Evidence Report under the "Audit Trail" section. Contact your SigningHub Admin in case of any assistance.
The following will not become part of the details log under the "Workflow History" dialog:

Preview of email notification sent to document owner
Preview of signature image

The "Workflow Timeline" option will not appear for the following cases:

When the document is in "Draft" mode
When the workflow was set to "Only Me" under the "NEW WORKFLOW" button
If the "Delete document logs on generation of Workflow Evidence Report" is configured in the service plan of the document owner
If in the workflow the role of the recipient is configured as "Send a Copy".

If the workflow is recalled by the document owner and shared again, the "Workflow Timeline" tab will show the recipients:

Who had processed the document prior to the recall
Who had processed the document after sharing again
Who has the document been shared with