The Activity Log offers several search and filtering options to help you find the process you are looking for.
By default, the search bar is empty, and the Activity Log displays all documents across all flows initiated by the logged-in user.
Search Bar
The search bar supports exact searches for the following information:
- Signee name
- Signee email address
- Document name
- Flow name
- Phone number with country code (for Qualified, Advanced and Standard signatures)
- ID number (for Qualified signatures)
Flow Filter
By default the activity log shows all flows that belong to the company. Every company has at least one flow, the Drop & Sign flow, but it may also have more flows. Each SmartFlow and Fill & Sign form will show up in this list as separate flows and some integrations, such as HR integrations are often set up as separate flows.
Note
Filtering down to a specific flow will only show the processes that were initiated by the chosen user in the user filter.
Archived flows and drafts will show up in the list as "(deactivated)".
User Filter
If the user has the additional role of Viewing the activity log for other users they will be able to alter the user filter to a specific user, all users or customer initiated flows (where the signee starts the process from a website).
When the process is started via an API connection, they may be categorized as either customer initiated or initiated by a specific employee, depending on the configuration of the API connection.
Status Filter
By default the activity log shows flows of all statuses, but this can be filtered using the status filter to completed processes (signed processes), not completed processes (expired or cancelled processes) and active processes.
Next: Signature Process Activity ➜