Audit Trails

Melissa Gunn
Melissa Gunn
  • Updated

Looking to add some extra legality to your documents? Click here to learn how to attach an audit trail to your PDF.

When a customer signs a document and downloads a PDF, it can be hard to trust that it's exactly as-is when they signed. Proposify has the option to include an audit trail at the end of a signed PDF. This gives you and your prospect an overview of your document activity, giving your prospect peace of mind.

Set and Disable Audit Trails

You can activate and de-activate audit trails from the Template Settings menu. You can find this under the options tab.

Enable the Show audit trail. Once activated, all future documents created from this template will include an audit trail in the PDF.

NOTE: Enabling/disabling this option will not change any existing documents from this template. Only ones generated from here on out will have these settings.

What Audit Trails Cover

Audit trails will include activity from the activity feed. This includes: 

  • Proposal status changed

  • Signatures received (including IP address, signature, date, and time)

  • Edits made to the document.

  • When the document was viewed.

  • Comments left in the document.

Worried about your internal comments being shown in the audit trail? The audit trail will only show that a comment was left in the document itself, including the text. Internal comments will be hidden.

When Audit Trails Activate

Audit trails will only activate once the document is in viewed status. Also, the activity in the audit log will only begin from that status change. This way, your prospect won't be swarmed with all the activity from before they saw the document. They'll only see what happened after they gave it a look.

From the viewed stage, we update the audit trail when the proposal moves to unsigned, won, or lost stages.