Guides
Document management
Download completed documents
Before you start
- A completed document to export.
The workflow
- Open the completed document.
- Download the signed PDF.
- Download the certificate.
- Export the audit trail.
Step 1: Open the document
Find it in Sent documents or search. Open the details page.
Step 2: Download the signed PDF
Download the sealed signed PDF. This is the authoritative version of the document.
Step 3: Download the certificate
Download the certificate of completion, the proof of who signed and when.
Step 4: Export the audit trail
Export the audit trail for the full event record. Together, the three files are a complete evidence package.
What happens next?
Store the signed PDF, certificate, and trail in your records system. The package is self-contained proof if you ever need it.