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How To See Client Activity

How to see client activity. How to see when a client opened or interacted with the document request.

Dan Pinkous avatar
Written by Dan Pinkous
Updated over a year ago

Here in this article we will show you how to find a clients activity within a document request in just a few easy clicks. A video demonstration is also provided at the bottom.

  • First lets find the client in question.

  • Then we will click the downward pointing arrow which will drop down a selection box.

  • Select Activity Log and a side bar will populate with all of the clients activity.

    Here is a video demonstrating how to find a clients activity log within a document request.

    We hope this article helped solved your problem of finding your clients activity within a document request.

    If you need any further support feel free to reach out via intercom or email at support@gettruss.io.

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