The S-Sign Audit Trail

Introduction

The S-Sign Audit Trail is a digital record archiving when, where, and by whom an e-signature request was signed. It is appended as a new page to the end of a completed document after the final signer in a request submits that document.

This article will break down the components of the S-Sign Audit Trail and detail different configuration options available to you.

Components of the S-Sign Audit Trail

The S-Sign Audit Trail is broken up into 5 main sections.

Let's walk through each section now.

Unique ID (SHA-256 Hash of Signed Document)

A unique SHA-256 hash string is generated for every signed document. This string can be used to verify the signed document's authenticity. If the document is modified in any way after it is signed, this hash string will not match a newly generated hash string (which can be created with a third-party tool).

Signature Requested By

This section displays the first name, last name, and email of the user who created the S-Sign request.

Domains Where S-Sign Was Used

This section displays [1] the domain the e-signature request was created from (your Salesforce domain), and [2] the domain the e-signature request was signed from (your S-Sign Site URL).

Signer Data

This section displays information about each signer.

[1] Signer Name: Name of the signer (typically the name input in the Signing Name field in the S-Sign Signer Profiles menu, or edited by the signer in the signature capture window).
[2] Signer Email: Email address of the signer (typically the email address input in the Email Address field in the S-Sign Signer Profiles menu).
[3] Signer Profile: Designated profile name of the signer (the name input in the Profile Name field in the S-Sign Signer Profiles menu).
[4] Signer Position: Order in which the signer signed the document(s) (the value input in the Signing Order field in the S-Sign Signer Profiles menu)
[5] Signer IP: IP address the signer submitted the document from.
[6] Signed Date & Time: Date and time of document submission. This time zone is configurable in the S-Sign Template Settings.

Audit Events

This section breaks down events that occur during an S-Sign request in detail.

[1] Timestamp: Records the exact time at which each audit event occurs. This time zone is configurable in the S-Sign Template Settings.

[2] Type: Records the type of event that occurred. The following table breaks down audit event types and what they can mean.

Audit Event  Caused By
Create
  • E-Signature request is created in Salesforce
  • Final document is submitted & stored in Salesforce
Email
  • E-Signature request link is emailed to signer 1
  • Partial confirmation email sent (all signers except the final signer receive a partial confirmation email after they submit a document)
Verification
  • PIN verification code (for 2-factor authentication) emailed to signer
  • PIN verification code entered into S-Sign consent screen
  • Signer checks I agree to do business electronically on S-Sign consent screen
View
  • S-Sign document opened by signer
Save
  • The e-signature request is saved for future completion (only available if Allow signer to save progress is enabled in the S-Sign Template Settings)
Submit
  • Document submitted by signer
Completed
  • E-Signature request successfully completed by all signers

[3] Details: Records specific details pertaining to each audit event and which signer they pertain to. Depending on the audit event, these details could include signer name, email address, profile name, signing position, and IP address.

Modify Audit Trial Behavior

By default, the S-Sign Audit Trial is created after the final signer submits the document in an e-signature request, and appended to the end of the document as a new page. These options are available to you to modify this behavior.

Change audit trail time zone: Change the time zone displayed in the audit trail using the Timezone to be used in audit field in the S-Sign Template Settings.

Change name of the signed document with the audit trail: Set a predefined file name (merge fields accepted) for the final document that includes the audit trail using the Signed Document with Audit Trail Name in the S-Sign Template Settings.

Display the audit trail to each signer during an e-signature request: Display the audit trail to each signer throughout the signing process by checking the Show audit trail during signing process checkbox on the S-Sign Configuration page. For example, signer 2 will receive the document with an audit trail that includes details from signer 1, signer 3 will receive the document with an audit trail that includes details from signers 1 and 2, and so on.

Prevent certain signers from receiving the audit trail: Choose which signer profiles should and should not receive the audit trail in their confirmation email by checking the Prevent certain signer profiles from receiving the audit record field in the S-Sign Template Settings, and then checking Prevent From Viewing Audit for individual signer profiles.

Note: We recommend leaving this option unchecked!

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