The log starts with the visit: when it began and ended, and each photo, recording and note captured along the way. Then come the draft, edits made before signing, the signature with the signer's name, each send and each recipient's confirmation.
Signing freezes a version. Any change afterward creates a new one, while the earlier signed version stays readable and is marked superseded. The compare view sets two versions next to each other and highlights what changed, which helps when a client asks how their copy differs from the current one.
The log is built from the records the visit and report already hold, so it reads as a paper trail of the work, not a sealed archive. An edit before signing shows up when it is saved, not keystroke by keystroke.
Find the report and compare versions
In the web app, use Visits to open the relevant visit or Paper Trail, Reports to locate its report. Use the activity and version views to follow the record. When a client asks about a different copy, identify the version and send event before comparing the wording.
The comparison view helps locate differences between versions. Review the changed passage alongside the visit’s original captures when a correction affects a name, count, unit or recommendation. A version difference shows that the wording changed, and the recording and photos show why the author corrected it.
Limits of the activity record
A recipient acknowledgment confirms receipt. It does not show that the reader agreed with the advice or authorized work. For a client’s signature on an agreement, use the tool you already use for contracts, and mention that approval in the report if the reader needs to see it.
The timeline is built from stored report and visit records: capture times, saved versions, the signature, each send and each confirmation. It shows who did each step and in what order. It does not follow a downloaded copy, so an edit someone makes to a file on their own computer never appears in the log.
When explaining a correction to a recipient, identify the earlier copy and the reviewed replacement so both people are discussing the same report version.
Last checked: November 6, 2026