Reports

The "Reports" feature enables company account owner and company administrators who are granted with such rights to review all the actions that were performed by the company users with all company users documents. Company account owner and company administrators can also review company documents by selecting individual company users and to see documents and usage reports.

Review audit trail

1.0. Log in to the portal and click the "Reports" button, located at the very top of the page.

1.1. You will then see all actions performed by your company users in the "Audit trail" section. 

1.2. You can use a search bar. Type your company user name or last name or the title of the document.

1.3. If you click on the document title (the link), the document will be opened in a separate window.

1.4. To filter documents by performed actions, click the "Show all" button on the right side and choose the action.

The meaning of different actions:

• Missed deadline - who missed a deadline on which document.
• Document creations - who and when initiated document signing.
• Document signings - who, when and with what eID signed which document.
• Document approvals - who and when approved which document.
• Document declines -  who and when declined which document.
• Document views - who and when reviewed which document.
• Document downloads - who when downloaded signed documents to their computer.
• New comments - who and when left a comment to which document.
• Document participant removals - who lost the access to the document and who and when removed it.
• Document participant additions - who gained the access to the document (who was invited to sign or review the document and who gave this access.
• Workflow changes - who changed the workflow on which document.
• Deadline changes - who and when changed the signing deadline to which document.
• Document participant role changes - whose role was changed, e.g., from signer to viewer and vice versa and who and when changed this role.
• Document renames - who, when and how the title of the document was changed.
• Document signature level changes - who changed the signature level on which document.
• Document validity extensions -  shows documents that are prepared for long-term storage.
• Ownership transfers - who and when transferred their document ownership to another user.
• Billing/plan changes - who and when changed billing details or any other billing/plan related changes.
• Company user changes - who and when performed any actions related to user creation, suspension, deletion, administrator rights promotion etc. 
• Document metadata changes - who and when changed any metadata (signing document number and signing client code) to which document. This metadata is only visible and available to those companies which have a branded user experience.
• Reminders - who sent a reminder to who about which document.
• Moved to the trash bin - who moved which document to the trash bin.
• Restored from the trash bin - who restored which document from the trash bin.
• Branding updates - who has updated company branding.
• Branding removals - who has removed company branding.

1.5. To remove the filter, choose the "Show all" option or click the "Audit trail" tab to refresh the page.

Review user's documents

2.0. Log in to the portal and click the "Reports" button, located at the very top of the page.

2.1. Click the "Documents by user" tab and click "Select user".

2.2. Select user from the list by clicking the "Select" button next to their name or use the search bar to find the person.

2.3. You will now see the user's document listing page. You can open any document and you will have the same document editing rights as the user.

2.4. You will see whose documents you are accessing at the top of the page. To change the user, click the "Change" button and select another user.

Check documents report

3.0. Log in to the portal and click the "Reports" button, located at the very top of the page and click the "Documents report" tab.

3.1. With a document report, portal administrators to whom document visibility rights were granted, can see a full list of company documents that are currently stored on the portal, dates, when documents were created and completed, document names, participants, company name and statuses. Filtering by document names, dates, specific users, and statuses are available.

3.2. You can open a specific document by pressing on the name of the document in the list.

3.3. To export the filtered results, press "Export" on the upper right corner and choose a suitable format. 

3.4. To export the filtered results to a downloadable file, click "Export".

3.5. Once the file is generated, you will get a notification email. By clicking on the "Access file" button, you will be redirected to the Dokobit portal "Documents report" page.

3.6. To download the exported file, scroll down to the bottom of the page and press the "Download" button.

Check portal usage statistics

4.0. Log in to the portal and click the "Reports" button, located at the very top of the page and click the "Usage statistics" tab.

4.1. In the "Usage report" company administrators can see the number of documents created, signatures used, validations and times logged into the Dokobit portal. This data is available both about each user separately and in total. Data can be filtered by dates and by selecting specific users.

4.2. To export the usage report, press "Export" on the upper right corner and choose a suitable format. 

4.3. To export the usage report to a downloadable file, click "Export".

4.4. Once the file is generated, you will get a notification email. By clicking on the "Access file" button, you will be redirected to the Dokobit portal "Usage statistics" page.

4.5. To download the exported file, scroll down to the bottom of the page and press the "Download" button. 

API documents

Universal API and Portal API integration documents can be made visible for “Dokobit by Signicat” Portal "Enterprise" plan users. This gives centralised access to company administrators to view and manage documents initiated via Universal API and Portal API integrations.

You can find more information and instructions here: API document visibility in “Dokobit by Signicat” Portal.