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Recent Activity

Overview

Users can access a register of documents they have recently performed actions upon via the ‘Recent Activity’ button. This is found under the ‘New’ module, under the ‘Documents’ section.

workflow-builder

'Recent Activity' button

'Recent Activity' dialog

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'Recent Activity' dialog

FieldDescription
Upload/DownloadDepending on the nature of the activity, users are afforded a number of options, such as previewing, downloading, editing or uploading content.
Reference NumberPopulates the reference number of the document.
Document TypePopulates the document type.
DescriptionPopulates the description of the document.
Project NameIf applicable, populates the project name the document is associated with.
Doc NumberPopulates the document number.
Document DateReflects the date of the activity performed on the document.
Enables users to choose between accessing Doc Details or sending the document to a workflow or an action request.