Event sequence
Recorded lifecycle events provide a chronological view of request and signer progress.
Access tracking
Record relevant request access and signer activity for internal review.
What it does
A practical part of the firm’s workflow.
Where signatures are enabled, access tracking preserves available request and signer events for internal review. Authorized users can inspect the sequence of invitations, access, signing, decline, and completion activity alongside the request record.
Request context
Access activity remains associated with the relevant request, recipient, and document set.
Authorized review
Visibility into tracking information follows employee access to the signature request.
How it works
What the team can expect.
Open the tracking record
Select the request and review its recipient, status, and event sequence.
Investigate an exception
Compare the available timestamps and states before resending, canceling, or escalating.
Preserve the outcome
Keep the completed request and available signing activity records with the related matter.
Know when the request was opened.
Keep relevant signer access and activity available for review.