This article covers how to access Audit Trail PDF in Notarize and request Audit Trail PDF to be pushed back to Encompass.
Several lenders asked if the Audit Trail PDF could be pushed back to Encompass after a transaction is completed. This can be useful for determining who had accessed the transaction. The audit trail is included on every transaction completed in Notarize. The audit trail is accessible and downloadable on transactions in Notarize and now can be elected to push back to Encompass!
When viewing a completed transaction in Notarize, an Audit Trail PDF is always included at the bottom of the Documents Tab. Here the Audit Trail PDF (and all completed documents) can be downloaded by anyone with access to the transactions in the Notarize portal.
Push back to Encompass
Please let your Notarize Solutions Engineer know if you would like the Audit Trail PDF to automatically push back to Encompass after completing transactions. You have a couple of options for where you could elect the Audit Trail PDF to push to Encompass. This setting lives under Integrations > Documents in the Notarize Lender Portal:
- Opt for the Audit Trail PDF to push to the File Manager in Encompass.
- Opt for the Audit Trail PDF to push to a custom folder in Encompass. Please note that you will need to give the API user permissions to create folders in Encompass for this to be successful. If you select this, it would appear in a custom folder in the eFolder in Encompass, similar to the screenshot below. The Audit Trail was set to push to a Custom Folder 'Audit Trail Pushback' in this screenshot.
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