The activity log allows admin users to see track and view actions performed in Canopy. Users can only see actions related to licenses they have purchased.
Activity Log entries allow for users to quickly view, edit, and access different activities undertaken in Canopy. If you cannot see the Activity Log, it may be due to insufficient permissions. Contact your practitioner or account administrator to request access.
Please note: The activity log currently tracks the following activity types:
Client
Task
Client Request
eSign
Notices
Files
Organizer
Engagement
Folder
Questionnaire
Role
Team
Statement The following actions are tracked for each applicable activity type:
Archived
Created
Edited
Status updates
Unarchived
Deleted
Comment Added
File Attached
Locked
Moved
Removed Visibility
Renamed
Sent
Updated
Uploaded
Visible in client portal
Marked as "//" (status) Note: Certain email-related changes, such as managing contact imports, are not logged because they are internal to the email system. Notifications may still be triggered for these actions.
Use the Activity Log
1.To get started, click your user initials in the bottom-left corner of the global navigation bar.
2. Choose Activity Log from the slide-out menu.
3. If needed, select a different Month from the timeline at the bottom.
Activity Log entries are organized by day.
The Activity Log will scroll infinitely for each month.
Search by Client Name: Enter the client name in the search bar to locate relevant activities.
Apply Filters: Click the filter options at the top of a column, enter your criteria, and click Apply to refine the results.
4. Select an Item from the activity list.
Selecting an eSign request will open the Edit eSign Request modal.
Selecting a File will open the file.
Selecting an Organizer will open the associated organizer.
Selecting a Task, Subtask, Notice, or Client Request will open the associated workspace.
Client is not clickable if the action is Deleted.
Use the "Action taken by" column to identify the user responsible for each action.