Interpret Reports

Every Nintex eSign document and envelope has an associated log of events that have occurred on the record.

The envelope and document history logs can be viewed and queried individually online through the Reports tab, and it is also possible to perform API queries for documents and envelopes separately. The DocumentNOW method CheckEnvelopeStatus returns the status and history for the container envelope and all associated documents in one operation.

When viewing reports online, the date and time will be based on your configured timezone. When performing an API query of history, date and time will be returned in UTC.

In the online document report, you will see the most common events that most customers are interested in. For example:

  • the IP address of user who submitted the document or envelope

  • the different email steps for the originators and signers

  • the browser used by the signer

  • when and where the terms and conditions were accepted

  • how long it took the signer to sign the document

  • where the emails were sent to

  • when the completed report was first viewed

  • who viewed the final document

Document History Information Notes

The above information can seem like a lot of information to view for a report, but there are several different reasons why you may want to know the above information. The following are some notes in regards to the different information you can view in the report:

  • Information recorded about the browser is called the "user agent string." Online tools can be used to interpret the most common user agent strings. For example, inputting the user agent string "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/61.0.3163.100 Safari/537.36" into one of these tools should tell you both the browser and operating system the signer was using.

  • IP addresses can also provide good information. You could research the IP addresses to determine what organization is responsible for the address.

  • In the report, email addresses are masked, but you can still see that the history did indicate that the originator and signer email addresses were different.

  • You also have the ability to see the progress and history as the document was moving through DocGen.

Envelope History

On the envelope report you will see similar information to the document history. The type of information you see depends on how the envelope was constructed, whether emails were sent on document or envelope steps, whether DocumentTRAK web hooks were called on document or envelope events, whether email was bounced because of a bad email address, etc.