Click the envelope to show the Details view. This view provides summary history information about your envelope. To view the complete History, click More > History. To download and view the Certificate of Completion PDF, click the Download icon and select Certificate of Completion.

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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.

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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What do you like best? pdfFiller gives me the tools to customize forms specific to our office and our industry. I also love the ability to create templates for new documents that I design in-house. This cuts down on costs because these templates do not have to outsourced. It is all right there at my finger tips. One additional bonus specifically for me: everyone in our office knows my handwriting is difficult to translate. PDF filler gives me a fast and efficient tool to complete documents and forms in a timely manner. What do you dislike? What's there to dislike? It's all good. Recommendations to others considering the product: Give it a try for a trial use. I assure that you will not be disappointed with pdfFiller. This product will make your job much easier. What problems are you solving with the product? What benefits have you realized? As a contractor, we have some customers that require a specific contract form. This form requires customization for each customer. pdfFiller allows me to include the specific terms and conditions in the contract while customizing it for the specific customer. This is a huge win for our company since we would normally have to outsource this contract to be completed by others.

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For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

What if I have more questions?

Contact Support

Can you see history?

Click the envelope to show the Details view. This view provides summary history information about your envelope. To view the complete History, click More > History. To download and view the Certificate of Completion PDF, click the Download icon and select Certificate of Completion.

How do I run an audit trail report?

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.

How do I manage signatures in ?

From your account, select your account icon and select Manage Profile. Select Signatures and choose: Edit to display all available signatures. Delete to remove an existing signature.

Which activities are recorded by audit logs?

Audit logs record the occurrence of an event, the time at which it occurred, the responsible user or service, and the impacted entity. All of the devices in your network, your cloud services, and your applications emit logs that may be used for auditing purposes.

How do I see all signed documents in ?

Once logged into the platform, users should look for the 'My Documents' tab, which typically contains all the electronically signed agreements. By clicking on this section, users can easily locate and sort through their signed documents, making it convenient to access them as needed.

Can you tell where a was signed?

If a signer opts in to share their location during signing, location information allows to display the 'Signed in Location' on a map from within the envelope's details under the Manage tab.

Can you track changes in ?

Users and administrators can track the status and changes within a document. In CLM, document and folder history provides a way to track document activity. Users and administrators can view details and changes in a centralized document repository.

How to track signatures in ?

Once a document has been sent for signature, you can check the status of the transaction to see how it's progressing. Open an Account, Opportunity, etc. and scroll to the CLM Files section of the page. Check the box to the right of the file that was sent for signature.