Follow

How to View the Activity Log for a Transaction

In this tutorial, you will learn how to View the Activity Log for a Transaction. The Activity Log will include additions/removals to the following items under your purview; Transaction Details, Participants, Orders, Closing Events, Tasks, Workflows, Documents, Templates 

 

First, select a transaction from the transactions list:

custom-0.png

 

Next, navigate to the Activity Log tile and click "View all Activity":

4-5-2019_9-32-08_AM.png

 

A slider will open up with a full view of all transaction activity that has occurred in reverse chronological order.  If there are many items, the list will be scrollable.  You may click "Close" to close out the slider and return to the Overview:

4-5-2019_2-44-37_PM.png

 

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.