Process History

Increased transparency in signing processes

  • Each step can be tracked
  • View sent messages
  • Makes it easier to maintain an overview and collaborate as a team
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Kontextmenü mit drei Optionen — 'Open', 'Assign label' und dem hervorgehobenen Eintrag 'Show process history'.

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Process History: Track individual steps at a glance

Team collaboration in signature processes helps significantly speed them up. That’s why features like Teamspaces provide the ideal foundation for efficiently managing contract workflows together. The process history is another feature that simplifies processes: here, Teamspace members can keep track of the individual steps in the signature process.

Process History

How to find the Process History

View Processes

Navigate to ‘My Processes’ if you have initiated the signature process, or to ‘Our Processes’ in the corresponding team space. Find the desired process, then click on the three dots to the right of the process.

Dropdown-Menü mit drei Einträgen auf weißem Hintergrund: 'Open', 'Assign label' und 'Show process history'.
Seitenleiste „Process history“ mit chronologischer Liste von Signaturereignissen (z. B. „Signing complete“, „Signed“, „Invitation resent“, „Invitation sent“, „Process created“), jeweils mit Namen und E‑Mail‑Adressen (erika.bauer@demo.com, max.mustermann@demo.com), Datum und Uhrzeit; unten rechts ein „Close“-Button.

View Process History

A window will open showing an overview of all steps taken so far in the signing process. The following events are displayed:

  • Invitation sent
  • Invitation resent
  • Signer removed
  • Document signed
  • Invitation declined
  • Process completed
  • Process cancelled
Frequently asked questions about bulk signing

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FAQs

Our answers to the most frequently asked questions

The signature initiator can view the transaction history for the transactions, unless he/she signs a document alone, in which case there is no transaction history. The signing process started from Teamspace can be accessed in Teamspace.
Since no other person is involved in the signature process, the signature usually takes place directly and within a short period of time. Event tracking is not necessary here.

No, the Process History can only be displayed for future signing processes. The necessary data for past processes is not available.

No, the Process History is a reporting tool that cannot be manually edited. Events are recorded and displayed but cannot be altered.

No, there is no maximum number of events.

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