Guides
Document management
Manage signed documents
Before you start
- At least one completed document.
The workflow
- Open the completed document.
- Download the signed PDF.
- Export the audit trail or certificate.
- Store, share, or clean up.
Step 1: Open the document
Open the completed document from Sent documents or via search.
Step 2: Download the signed PDF
Download the sealed signed file from the details page. It's the final, evidence-grade version.
Step 3: Export the trail and certificate
Pull the audit trail and certificate alongside for a complete record.
Step 4: Store, share, or clean up
Archive the downloads where you keep records. Share a copy if needed. When a document is no longer needed, delete it, it goes to trash, recoverable for a window.
What happens next?
Your completed documents are now a reliable, findable record. Keep them organized in your own storage, see Download completed documents.