Use the Activity Log
Written by Avery Simmons
Updated at August 27th, 2021
Table of Contents
Please note:1. Choose Activity Log from the pop-out menu.2. If needed, select a different Month from the timeline at the bottom.3. Select an Item from the activity list. 4. Click on a Contact name to navigate to the associated contact's Contact record.The activity log allows admin users to see track and view actions performed in Canopy. Users can only see actions related to licenses they have purchased. Activity Log entries allow for users to quickly view, edit, and access different activities undertaken in Canopy. To get started, click on your profile on the global navigation bar.
Please note:
The activity log currently tracks the following activity types:
- Task, Client Request, eSign, Notices, Files, Organizer
The following actions are tracked for each applicable activity type:
- Archived, created, edited, status updates, unarchived, deleted.
Roles/Permissions:
- Roles: Admin
- Permissions: Activity Log
1. Choose Activity Log from the pop-out menu.
2. If needed, select a different Month from the timeline at the bottom.
- Activity Log entries are organized by day.
- The Activity Log will scroll infinitely for each month.
3. Select an Item from the activity list.
- Selecting an eSign request will open the Edit eSign Request modal.
- Selecting a File will open the file.
- Selecting an Organizer will open the associated organizer.
- Selecting a Task, Subtask, Notice, or Client Request will open the associated workspace.
4. Click on a Contact name to navigate to the associated contact's Contact record.
