Accessing and downloading the Audit Trail

The Audit Trail records all the milestones during your proposal process, from the moment you create your Qwilr Page to the time it's accepted, signed, backed up, and emailed.

What's in the Audit Trail?

The Audit Trail includes these details:

Who created the project
When the project was published
The IP address and timestamp of the first visit to the page
Contact details of the acceptor, including name, email, and company
Digital signatures, custom form responses, or 'pay now' details (if payments are enabled)
Links to stored backups of the project and audit trail data
Record of the notification emails sent to all parties

How do I get the Audit Trail PDF copy?

There are two ways to access your Audit Trail:

Method 1: Email

When a page is accepted, Qwilr sends an email like the one below to the creator of the page, as well as your client. This email includes a link that you (and your client) can use to download the Audit Trail.

Method 2: Your dashboard

You can also hover over the title of any accepted page on the dashboard to access the Audit Trail button.

From the Audit Trail page, you can also download a backup copy of the Audit Trail in either PDF or JSON format. You can also download the Agreement directly from this page.

How does my client get a PDF copy?

At the end of the acceptance process, they'll see notice that they've been emailed a signed copy of the accepted page. They will also see the option to save a copy of their proposal on their Springboard account.

Everyone who accepts/signs your page will also receive a confirmation email, which also contains a link to download the PDF copy.

Note: Your Qwilr account displays your local time, which is the time zone you're in. On the Audit Trail page available on the web, you'll see the exact date and time when your client accepted your proposal, converted to your local time. However, in the Audit Trail PDF, the date and time are converted to UTC, which stands for Coordinated Universal Time. The reason behind this is that the PDF is a standardized document that both you and your client will use as a reference, hence, UTC offers a point of reference that everyone can understand and use.

Where can I find the signed Agreement PDF?

After a client accepts your page, Qwilr automatically emails a signed copy of the Agreement PDF to everyone who signed it. The email arrives from Qwilr and contains a download link for the signed Agreement - this is your formal signed record.

The Agreement PDF is separate from the Audit Trail. The Audit Trail records the timeline of the acceptance process - who viewed, signed, and when. It is not the same as the signed Agreement document itself.

If you or your client can't find the email, check the Audit Trail page on your dashboard - from there you can download the Agreement in PDF format under the backup copies section.

Did this answer your question? Got Feedback? Let us know by emailing help@qwilr.com!