What is the transaction activity page?
To access this page, click on the Admin panel button in the top right corner of the screen, just to the left of the account profile icon. Then select the Transaction Activity page.
The Transaction Activity page shows the data for all transactions in your firm’s account - including all active and archived transactions. You can see the following data for each transaction.
- The Transaction Name
- Client Name | C/M Number
- The date it was created
- All participants on the transactions (hover your mouse over their email to see when they were added)
- Any deleted participants (hover your mouse over their email to see when they were removed)
- How many signatures have been requested for the transaction
- If a closing binder has been built for that transaction
