Auditing. DocuSign Guide

DocuSign Administrator Guide is a comprehensive guide for administrators who are responsible for managing the DocuSign account. It contains detailed information on account settings, users, groups, signing and sending, integrations, auditing and the DocuSign Part 11 Module. This guide will help you to understand the features and capabilities of DocuSign and guides you through the process of setting up and managing your account in an efficient way.

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New DocuSign Experience Administrator Guide

Auditing

In the Auditing section of the DocuSign Admin web application, you can request, review, and download reports for your account.

The following topics are available in this section: l

Audit Logs

Bulk Actions Logs

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Account Audit Logs

The account audit log provides an easy way for administrators to see changes to their account settings, billing information, plan type, and users. Administrators can export this information as a comma separated value (CSV) file.

Note: The audit log contains data for account changes starting from June 1, 2015. Earlier data is not available in the audit log.

What events are included in the audit log

The audit log provides a record of the changes made to the following categories: l

Account settings l

User settings l

Billing credit card and billing address information l

Account plan changes

A maximum of 100 events are shown on the audit log page. To view any additional events, export the CSV file.

View, modify, and export the audit log

To view the Audit Log, in DocuSign Admin, click Audit Logs.

By default, the Audit Log page shows the account changes from the last 7 days.

From here you can:

Change the Date Range: Use the drop-down to select a date range for audit log events.

You can select one of the predefined ranges or select Custom and enter your own range.

Change the Log Sort Order: You can change how the audit log is sorted by clicking a column heading.

Export to CSV: Click Export to CSV to export the audit log information to a comma separated value (CSV) file. If the date range is changed, the number of rows exported to the CSV is the same as the events shown at the top of the page.

Audit log information

The information displayed in the audit log is described below: l

Event Date: The date and time the account change was made. The date and time shown uses the time zone setting for your browser and will vary depending on your browser

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settings.

User: The name and email address of the user who changed the setting. In some cases, this column may display the "System User". The System User designation means that someone other than an account administrator made the change. Typically, this would occur if you request that DocuSign make a change to your account, or if there is a change in your account plan where features are added or changed.

Please contact your account manager or DocuSign Support if you have any questions about a change completed by a System User.

Description: The category for the changed setting. For categories that have multiple entries, such as Users, the name of the entry is also included in the description.

Example: If you change something for user John Jones, the description will show "User

Setting Change - John Jones." l

Field: The name of the field that was changed.

Old Value and New Value: The old and new values for the field.

In some cases the Old Value might be blank. This is expected and only means that there was no old value for the field.

For fields that use a check box, a value of True means the check box is selected and False means the check box is not selected.

Exported CSV file columns

The exported CSV file has the same information as the displayed audit log, with some minor differences. The CSV file has two additional columns and one column headers with a different name. The differences are described below: l

Audit ID: Multiple events can be changed in one save action. This new column shows an

ID number for each save action, so that it is easier to sort and group changes that were made with the same save action.

Field Name: This has the same information as the Field column in the displayed audit log.

Change Type: This new column describes the type of setting change.

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Bulk Actions Log

The bulk actions log provides an easy way for administrators to track different bulk actions, such as uploading multiple users, envelope transfers, and publish envelope actions, for their account along with the progress and details of the actions.

To view the Bulk Actions Log, in DocuSign Admin, click Bulk Actions.

The view shows a list of bulk actions for your account. The type of action summary of the action, status, the name of the administrator that initiated the action, and the date of the action are listed.

When an action is complete, you can click Details, in the Summary, to review the information associated with the action and download a copy of the comma separated value (CSV) file with the information for the action. The Details information can include any error messages associated with the action.

You can also download the CSV file without reviewing any of the details.

Key features

Account settings
Users, groups, and permission sets
Signing and sending options
Connect configurations and API integration keys
Audit log for the account
DocuSign Part 11 Module

Frequently asked questions

You can access DocuSign Admin from the New DocuSign Experience by selecting the Go to Admin link in the account settings drop-down menu. You can also access it directly by going to https://admin.docusign.com.

The DocuSign Admin web application is divided into several sections: Accessing DocuSign Admin, Account, Single Sign On Overview, Users and Groups, Signing and Sending, Integrations, Auditing, and DocuSign Part 11 Module.

In Account settings, you can manage account billing and usage, profile, security, regional, and branding settings.

In DocuSign Admin, go to Security Settings, then click Document Retention. Clear the Always retain documents from completed envelopes check box and enter the number of days to retain documents from completed envelopes. You can also choose to remove metadata, including DocuSign fields, attachments, etc., from the system.

User questions

Mary F.

What is the maximum number of audit log events that can be exported at one time in a CSV file?

When exporting audit log events to a CSV file, the maximum number of events that can be exported at one time is limited to the number of rows displayed on the audit log page, which defaults to 100 events. To export more events, adjust the date range and then export to the CSV file.

Michael I.

How to configure digital signature adoption settings?

To configure signature adoption settings, go to Signing Settings in DocuSign Admin. Scroll to the Signature section and click Signature Adoption Configuration, where you can choose from three methods: draw, upload, or select a pre-defined style, and set your preferences.

Mary F.

What are agreement actions used for?

Agreement actions are used to track different bulk actions, such as uploading multiple users, envelope transfers, and publish envelope actions for an account. Administrators can view these actions in the Bulk Actions Log, which provides details on the type of action, status, administrator name, and date.