Audit Trails for Signed PDFs

Our data requests (electronic signatures) feature now supports audit trail pages.

An audit trail is a "certificate of completion" that shows when a document was viewed and signed. It includes information about the people who signed the document, such as email address, IP address, browser details, and the date and time when an event occurred. [1]

Audit trail merging is disabled by default for any existing accounts, so this change will not affect any of your existing templates. (However, it is enabled by default for any new accounts that sign up after September 2024.) You can enable this setting for individual templates by checking the box next to "Merge Audit Trail With Data Request PDFs":

You can change this setting for all templates in your account (or a subset of templates) on the "account-level template settings" page. You can also update template settings by making an API request.

When audit trail merging is disabled, the audit trail PDF will be generated separately. You can download the audit trail PDF by making an API request to get a submission. You will then find the audit_trail_download_url property in the response. (This property will always be null if the audit trail has been merged with the generated PDF.)

[1] Please note that DocSpring was already storing these details for all previous data requests. Please contact us if you would like to generate audit trail PDFs for any previous submissions.