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. 

In this article:

We securely store all the audit details and organize them in a clean, simple timeline on your dashboard.

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 formats. 

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.

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