What this does: The Activity Log records every significant action that happens on a request: when it was sent, when a client opened it, when a field was completed, when files were uploaded, and when the request was submitted. The Activity Log is a key audit and compliance tool.

How to access the Activity Log

Field specific activity log:

  1. Open any request and head to step 3. Request Preview
  2. Each field has an Activity Log section that can be clicked
  3. Click Activity Log to open up the list of actions

What the Activity Log records

  • Request created, published, and sent
  • Each time the request link was opened by a client
  • Individual field completions (with timestamp)
  • File uploads
  • Request submission
  • Reminder emails sent
  • Team member actions (comments added, request reassigned, etc.)

Using Activity Logs for compliance

Because the log is timestamped and cannot be edited, it provides a reliable record of when clients provided information and what actions your team took. This is particularly useful for regulatory compliance, dispute resolution, or audits.