Activity Log is Coming!

We just finished coding and testing the Activity Log.

The feature was rapidly put together over the holidays in order to make it available for tax season. It should be rolling into production within the next two weeks.

The basic idea is to track who, what, and when about any folder or document activity. This includes (but is not limited to):

  • File Upload
  • File Download
  • File Creation
  • Folder Creation
  • Changes to Group Memberships
  • Changes to Folder Permissions

Activity tracking will be available in the ‘Professional Plan’ once this feature rolls into production.

You can view Activity by object, date range, and user type. Activity can be viewed in the Web Portal and exported to CSV or Excel.

Looking forward to hearing what you have to say about this feature. Happy to answer any questions.