The Activity Log on the Overview tab of an expanded File provides a comprehensive record of all actions taken across the File as a whole. From views and shares to link activations and deactivations, reassignments, and more, you can easily track things in one place.

📌Note: The Activity Log accessed through the three-dot menu next to a proposal or Guest Portal displays activity for that specific item only.

Step-By-Step Instructions

1. Navigate to the relevant File.
2. Expand the File.
3. Click Open File Details.
4. 1. This will automatically take you to the Overview tab.
5. On the Overview tab, scroll to the Activity Log section.

Activity Log Filters

You can filter the Activity Log by the following:

• All Activities
• • All Types
  • Financials
  • Forms
  • Tasks
  • Sharing
  • Viewing
  • Sending Guest Info
  • File Management
• Person
• Date

• If you’d like to reset the filters, click Clear All.

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