Activity Feed Overview

This article will provide a basic overview of the Activity Feed. This includes how to view the Activity Feed from the Dashboard, and view a full email thread from the Activity Feed.

Activity Feed

The Activity Feed tracks all of the activity that takes place in each workflow. You can view real-time progress, updates, and even communicate with the other participants in your workflow by adding comments. Various document versions are also captured and saved in the Activity Feed so that you can reference previous negotiations and edits.

Actions Included in the Activity Feed

The following actions are recorded in the Activity Feed:

• Workflow Submitter Generating Document or Submitting Document(s)
• Internal or Counterparty Forms Sent
• Internal or Counterparty Forms Submitted
• Documents Updated (Editor or via Update Document)
• Documents Shared
• Information Edited
• Integrations refreshed from source
• Emails forwarded to the workflow
• Approvals Added or Removed
• Approvals Reset or Undone
• Approvals Collected
• Roles (Approval, Signature Coordination, Sign, Archive) Reassigned
• Assignees Reminded
• @mentions and Comments by Workflow Participants
• Signature(s) Requested
• Signature(s) Viewed and Collected
• Archive Collected

View Activity Feed From the Dashboard

You can view the Activity Feed for both in progress contracts (workflows) and completed contracts (records).

1. Click on the workflow or record you want to view the Activity Feed for. A summary window displays on the right.
2. In the summary window, click Open overview page indicated by a two arrows icon. Scroll down to the Activity Feed.

Send Email to a Workflow's Activity Feed

1. To forward an email to your workflow, click the mail icon located at the top of the Activity Feed.
2. The workflow's unique email address is copied to your clipboard. You can then send emails to this address and they will by added to your Activity Feed.

View Full Email Thread from Activity Feed

1. If an email is replied to via Share Document or a direct workflow email, you can expand the full email thread in a new tab. Click View full email thread.

Hide Email from Activity Feed

1. If the email contains sensitive information, you can click the X to the right of the email content to hide it from the Activity Feed, then click Hide Email Content. This action cannot be undone.