Check Activity Logs

Let’s get started

Step 1: On your agent dashboard, click any client in the list to open that client’s details.

Step 2: Click the Documents tab as shown in the screenshot below.

Step 3: Under the Document to Sign heading, select the document you want to add from the dropdown.

Step 4: Click the Add button to proceed.

Step 5: Click the Sign button to open the form.

Step 6: Sign the document by dragging your mouse or, if you are using a mobile phone, your finger.

Then enter your name in the field at the bottom, exactly as shown in the screenshot below.

Step 7: Click More > Records to open the records.

Step 8: Under the Activity Log tab, you will be able to see the log for the document you recently added.

Check Activity Logs to quickly review the actions taken within your account, including updates, changes, and key events performed by admins, clients, or candidates. Using these logs helps you track activity, troubleshoot issues, and verify when certain actions occurred.