Tracking field changes allows you to keep an audit trail of each time a field is updated, and by whom. It's a great tool when the Publisher fills out fields for the courtesy of their client, but the client is able to change the information. By using Track Changes, authorized accounts can see what fields were changed, by whom, when, and the values that changed. This data can be leveraged to update external systems such as your CRM system or simply for audit and control purposes.
This feature is enabled on a per account basis. For more information please contact Recombo Support.
Enabling Track Changes on a Field:
When preparing an agreement to send out, select a field and under the Field Attributes and Controls section in the Agreement Builder check Track Changes.
Setting Who can View the Tracked Field Changes
To control who can view the audit trail on each agreement, you can select which participant(s) in the lifetime of the agreement will have access to it. Under the Agreement Builder in the Email section select one of the following options:
- Everyone – all users in the system with access to the agreement will be able to view the changes
- Recipients – just recipients/signers on the agreement will be able to view the changes
- Publisher – just the Publisher (person who sent out the agreement) will be able to view the changes
- Publisher/Recipient - just the publisher and recipients/signers assigned to the agreement will be able to view the changes
For non-signers who were given access to track changes, they will be able to view the audit trail until the agreement has been completed. For signers who were given access, they will only be able to view the audit trail until they have completed their signature(s) on the agreement.
Viewing Field Changes:
Once the agreement has been published, those with access will see the icon in the smaller toolbar right above the agreement. Clicking on the icon will cause orange asterisks to appear in the corner of each field that has been changed.