Learn how to increase visibility and limit undesired changes to your contracts using activity logs
To ensure control and that changes to your contracts don’t go by unnoticed, Precisely offers activity logs for your project and template documents as well as entire projects, templates and archived contracts.
The activity logs are available to admins and give you detailed information about when these items have been created, modified, or deleted.
Accessing a draft or template document’s activity log
To access the activity log of a project document or template document, simply:
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Click Draft & sign or Templates in the top menu and choose the draft or template that you want to see the activity log of,
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Open the document in the editor by clicking the Edit button to the right of the document,
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Click the Activity log button (the clock symbol) on the right-hand side to open the activity log.
Accessing a project’s, template’s or archived contract’s activity log
To access the activity log of an entire project, template or archived contract, simply:
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Click Draft & sign, Archive or Templates in the top menu and choose the item you want to see the activity log of,
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Click the Activity log button (the clock symbol) on the right-hand side of the item’s overview to open the activity log.
Pro tip: You can also use automated approval workflows for your templates, and further increase your control using access policies, which let you share or limit access to items.