View Action Logs

From the messages view, in the upper right corner of the screen and in each of the document containers look for Action Logs from the three-dots icon

Action Logs is a written record of all the activities that were carried out in the conversation/messages. It provides details on who View, Download, Update, and Export, what actions are made on a specific document, and when the action is performed.

Actions

View

• View Conversation

• View Document

• View call recording

• View screen sharing

Download

• Download conversation

• Download document

• Download call recording

• Download screen sharing

Update

• Verify a document

• Tag a document

Export

• Export in Excel

• Export in PDF