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Keep Tracking of Account Activity

Sometimes, during the course of the work day, you lose track of what exactly you’ve worked on. Going back and forth between responding to email, speaking with coworkers, and trying to make some progress on your latest project, things can get all jumbled up. So if you’ve got a list of important forms you need to send out, how can you make sure which you’ve done already and which you haven’t? Moreover, if your business works with pdfFiller, how can you keep track of account activities that may have happened without your knowledge? pdfFiller’s powerful Audit Trail feature allows you to track all of your account activity in one place: from which forms you’ve opened and shared, to what time you logged into and out of your pdfFiller account. You can change the date range to view a few days’ activity up to an entire year or more of activity. Much like how Versions gives you a look at changes made to the form you have open (as well as the ability to revert to previous changes), Audit Trail provides an overview of all the forms you’ve used with your account. Simply click the “Audit Trail” button on the Forms page to see your activity. If you have a pdfFiller Corporate Shared Account, Audit Trail doubles as an important admin and security feature: you can track which user logged in and at what time, giving you an overview of all user activity on the same account.

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Using pdfFiller, you create legible, professional­ looking documents. And even better, you save yourself a lot of time! If you like being able to edit PDF documents online, you might be interested in a lot of other great features that pdfFiller has to offer. Some of these include creating templates, making copies of documents, converting PDF documents to Word, Excel or PowerPoint formats. Check out these tutorials to see the other great things that pdfFiller can do for you!

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How to Use the PDF Software Audit Trail Feature Open the PDF document you want to enable the Audit Trail feature for. Click on the 'Tools' tab in the top menu. From the dropdown menu, select 'Audit Trail'. A sidebar will appear on the right side of the screen.
On the My Requests page, select Create History Request from the Create Requests drop-down. On the Study Information page, accept the default Request Name (comprised of the study name plus the current date and time) or enter a different name. Enter an optional Description. Select Audit Trail Report, and click Next.
uses transaction data from activities occurring on the eSignature service platform to establish a neutral, third-party audit trail that can be used by all parties involved in a transaction, as well as , to validate a transaction's authenticity.
A general ledger audit trail should record all of a company's transactions and all of the documents—whether paper or electronic—related to those transactions. This could include invoices, purchase orders, and expense reports, as well as any other information that can confirm the source and contents of the transaction.
The electronic signature audit trail is a digital log that archives when and where a document was signed and by whom. Sometimes called an audit log or certificate of completion, it enables your business to verify each signature and trace it back to the signer.
An Electronic Audit Trail refers to the process that records and documents the sequence of activities in an electronic system. It aids in tracing the transactions, activities or any modifications made in a system, typically for security, compliance, or tracking purposes.
In Document Detail view, you can access the audit trail for a contract from the Labels panel. Select a contract file name from the Dashboard view or Contracts view. Select AUDIT TRAIL at the bottom of the Labels panel. Review the contract's change log as needed. Select AUDIT TRAIL again to close the window.
In simple terms, a digital audit trail is an absolute, immutable trail (a. log) of every step, event or action taken in a system, that establishes the fact of that action, who took it, and when.
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