NEW: Task approval workflows. Client or manager sign-off before work counts as done. See how NEW: Automations. If/then rules that assign, notify and chase for you. See how NEW: E-signatures. Route contracts through ordered signers with a full audit trail. Learn more NEW: Client portal 2.0. Action items, magic links and proofing for every client. Take a look NEW: Email-to-task, intake forms and docs. Work flows in; nothing gets lost. Read the docs

The audit trail

Every approval flow keeps evidence you can stand behind later.

What is recorded

For each signer, the flow page shows:

  • Viewed: when they first opened their signing page.
  • Action: approved or rejected, with the exact timestamp.
  • IP address at the time of action.
  • The signature itself: the typed name rendered as a signature, or the drawn signature image.
  • Comment, if they left one.

The flow's overall status (Pending, Approved, Rejected) is derived from the steps, so the record and the reality cannot drift apart.

Where to find it

Work > Approvals, then Audit trail on any flow. The chain view on the list page gives you the one-line version: who has signed, who is next.

Practical notes

  • Rejections preserve the trail: you can always show what was rejected, when and why.
  • For legal-weight signatures across jurisdictions, check your local e-signature requirements (eIDAS, ESIGN); the trail gives you the who/when/what evidence those frameworks expect.

Last updated Jul 12, 2026

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