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Transaction-Level Audit Trail for Real Estate

Casey Birkholz
  • Updated

Overview

This article provides instructions on downloading the audit trail from the transaction record in your organization's account. 

If you're looking for the document-level 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.

🎯Primary Audience: Title Agents & Lenders

Audit Log Events

In general, the Audit Log tracks the following events for all users who interact with the documents.

  • Signer names
  • Signer email addresses1
  • Signer's signature and physical location (city and state) at the time of the notarization2
  • Document created
  • KBA passed
  • ID verified
  • Signature agreement
  • Initials agreement
  • Signature application
  • Initials application
  • Seal application
  • Digital certificate applied

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 View Your Team's Transactions 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 left arrow 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 in the lower right corner to save a copy of the audit trail.
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