How do I monitor document activity across my organization?

Centilio Sign provides multiple tool to help administrators monitor and track document activity across their organization. You can view real-time statistics, detailed audit logs, and document statuses all in one place.

Method 1: Using the Home Dashboard

The Home page provides a quick overview of all document activity in your organization.

Step 1: Navigate to Home

• Click Home from the left sidebar
• View the dashboard that displays key metrics

Step 2: Review Activity Statistics

The dashboard shows the following document metrics:

• Total Signed Documents: Number of completed signatures
• New Documents for Sign: Pending documents awaiting signatures
• Sent: Documents shared with recipients
• Viewed: Documents that have been opened by recipients
• Declined: Documents rejected by recipients
• Recalled: Documents recalled before completion
• Expired: Documents that passed their expiration date
• Completed: Fully signed and finalized documents

Step 3: Check Storage Usage

• View storage consumption for documents and signed images
• Monitor usage to stay within your plan limits

Method 2: Using Recent Activity (Audit Logs)

For detailed tracking of all user actions, use the Recent Activity page.

Step 1: Access Recent Activity

• Click Recent Activity from the left sidebar
• View the All Users Activity section

Step 2: Review Audit Logs

The audit logs display comprehensive information for each activity:

• Date and Time: When the action occurred
• User Name: Who performed the action
• Action Type: Category of activity (Document, Template, etc.)
• Document Name: Which file was affected (clickable link)
• Action Description: Detailed description of what happened

Method 3: Document-Level Tracking

Track individual documents through the My Documents section.

Step 1: Navigate to My Documents

• Click My Documents from the left sidebar
• Browse all documents in your organization

Step 2: View Document Details

• See creation dates for each document
• Click on any document to view its current status
• Use the three-dot menu for additional options

Best Practices for Monitoring

• Regular Dashboard Reviews: Check the Home dashboard daily for quick activity overview
• Audit Log Monitoring: Review Recent Activity weekly to track user actions and document workflows
• Status Tracking: Pay attention to declined or expired documents that may need follow-up
• Storage Management: Monitor storage usage to prevent capacity issues