Transaction-Level Audit Trail

Overview

Instructions to download the audit trail from the transaction record in your organization's account.

🎯Primary Audience: Proof for Business

The audit trail generally tracks the following events for all users who interact with the documents:

• Signer names and signatures
• Signer email addresses¹
• Signer's signature and physical location at the time of the notarization²
• Document created
• KBA passed
• ID verified
• Signature agreement
• Initials agreement
• Applying a signature
• Applying initials
• Applying a seal
• Applying a digital certificate

If you're looking for the document log, read Document-Level Audit Trail for a Completed Document for instructions on how to view or download the document-level audit trail from the PDF file.

Footnotes

¹ For transactions completed after July 2023

² For transactions completed after November 2024

Access the Transaction-Level Audit Trail

Log in to your Proof account to complete the steps below.

Review Search for a Transaction for instructions on searching and filtering transactions.

1. Click Send & manage from the navigation panel on the left:
   • If you don't see the navigation panel, click the caret to expand it.
2. Select the desired transaction from the list or search results.
3. Click Document at the top of Transaction Details.
4. Click AuditTrail.pdf under Supplementary merged documents to preview the PDF of the audit trail.
5. Click Download in the lower right corner to save a copy of the audit trail.

© 2023-2024 Notarize, Inc. (dba Proof.com) All Rights Reserved.