Recent Activity
Users can access a register of documents they have recently performed actions on via the 'Recent Activity' button. This is found under the 'New' module, under the 'Documents' section.
What you can do in Recent Activity
- View a list of documents recently acted on
- Preview a document or open its full Details
- Edit a document directly, for Office-format files
- Send a document to a template workflow, an action request, or generate a transmittal from it
'Recent Activity' button
Recent Activity dialog
'Recent Activity' dialog
| Column | Description |
|---|---|
| ACTIONS | A file-type icon, a Preview button (opens the document in a read-only viewer), and an Edit (pencil) button — the Edit button only appears for Office-format files (e.g. Word documents). |
| REF NUMBER | The document's reference number. |
| TYPE | The document type. |
| DESCRIPTION | The document's description. |
| PROJECT | The project the document is associated with, if applicable. |
| DOC # | The document number. |
| DATE | The date of the activity performed on the document. |
| INFO | A Details (ⓘ) button, which opens the document's full Details dialog, and a Send (➤) button, which opens a menu with Send Template Workflow, Send Action Request, and Generate Transmittal. |
Related pages
- Analytics — visual dashboards and trend charts, for a metrics view rather than a document-by-document activity log