The activity trail
Who did what on a matter, and when.
The matter's Activity tab shows everything that happened, day by day, in plain sentences: documents requested, sent, opened, approved and asked for again; figures changed (with old and new values); bundles generated and downloaded; people invited and joining; when your client or the other side used their page.
- Filter by what (documents, review and figures, opened and downloaded, people, matter) and who (staff, client, other side).
- Download (CSV) for your file.
Only your firm's staff can see it.
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