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View Project Activity

Keep track of client activity in each of your Projects - know the exact date and time your client views and completes assigned documents!

Kristi Kvenild avatar
Written by Kristi Kvenild
Updated over a week ago

You can track any activity in your Projects by viewing the Activity History!

First, click on the Project you want to view:

Scroll down to see the Activity History section.

Here, you can see when your client viewed any documents in their Project, when they sign Contracts, make payments, or complete Questionnaires!

Along with email notification emails you receive when clients complete their assigned documents, Activity History is a great tool to stay up on the chain of events in your Projects. πŸ™Œ


If you have any questions or need additional help, feel free to contact us in the chat bubble in the lower right-hand corner of your dashboard. We're always happy to help!

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