Export details - Audit Trail
Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed
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Reinhard Puntigam commented
I would like to second what @Erin Clancy writes. For many real-world applications of Pandadoc, being able to document when and how a document was sent, viewed (or not viewed) is critical. In practically all these cases, the audit trail will need to be shown to a third party (e.g. other contractual counterparties, expert witnesses or even in court). Time and IP addresses of the sending/viewing/signing events are the very least.
Erin Clancy commented
I rely on PandaDoc to sign hundreds of legal contracts every year, and I'm genuinely surprised and beyond disappointed that such a basic/obvious feature is missing from a platform as big as PandaDoc. Simply copying and pasting the audit trail is not adequate for legally enforcing a contract or validating an e-signature, if and when necessary. This feature should have been available before the launch. I sincerely hope for an immediate resolution to this issue.
Dr. Frank Salewski commented
Without having this option the number of cases is much restricted in which PandaDoc is suitable for being used.
Exporting audit trail data to a .cvs or other file is needed.
M@ Appel commented
Specifically the ability to export the audit trail for our records. It would be great to have the option to attach it to the final, generated doc, similar to the IP/signer report.
Daria Serebriakova commented
Option to print out the audit trail or add it to the signature certificate
Kelsey Raymond commented
I second Eugene Lazovsky's comment below. We use Pandadoc as an HR tool to collect signatures and an export or print option of the audit trail would be incredibly helpful. Copying and pasting does not capture the doc title/details and depletes the authenticity. Screen grabbing does not do the trick because it is often longer than a couple pages. Would be a huge help! Thank you.
Inna Babii commented
Export/download Audit Trail for the documents
(now it is visible only via web)
Yana Martynenko commented
The option to download audit trail.
Yana Martynenko commented
To include audit trail in the download of the document.
AdminEugene Lazovsky (Admin, PandaDoc) commented
We are using PandaDoc as an employee onboarding and HR tool for employee doc signatures. Many times we will need to show proof of the trail that we offered the candidate the job...or that we sent hiring paperwork or a EE document out to be signed and multiple reminders, but the EE "refused" by viewing and not signing.