Document Activity
The Document Activity view shows every recorded event on a specific document from the moment it was registered to the present. Unlike the organization-wide Audit Trail, Document Activity is scoped to a single record and is visible to all team members with access to that document — providing an accessible, chronological narrative of the document's lifecycle.
Event types
Document Activity captures the following event categories and individual event types:
Upload and file events
| Event | Description |
|---|---|
uploaded | The initial document file was uploaded and the register record was created. Shows filename, uploader, and revision label. |
revision_uploaded | A new file revision was uploaded against the existing record. Shows new revision label and change description. |
file_downloaded | A team member downloaded the document file. Shows filename, downloader, and revision. |
file_previewed | A team member opened the document in the in-browser preview. |
Metadata and status events
| Event | Description |
|---|---|
metadata_edited | A metadata field was changed. Shows which field changed, old value, and new value. |
status_changed | The document's status was manually changed. Shows previous and new status with the acting user. |
locked | The document was locked to prevent concurrent revisions. Shows who locked it and timestamp. |
unlocked | The lock was released. Shows who released the lock. |
marked_no_longer_in_use | The document was flagged as inactive without archiving. |
superseded | The document was marked as superseded by another record. Shows the superseding document's reference. |
Confidentiality events
| Event | Description |
|---|---|
confidentiality_enabled | Confidentiality was turned on for this document. Shows which access control group was assigned. |
confidentiality_revoked | Confidentiality was removed. Document became visible to all project members. |
acg_changed | The assigned access control group was changed (confidential documents only). |
Workflow events
| Event | Description |
|---|---|
workflow_started | A review or approval workflow was started on this document. Shows workflow name, initiator, and step count. |
workflow_step_activated | A specific step became active. Shows step name and assignees. |
workflow_step_completed | A step was completed. Shows outcome (approved, rejected, reviewed, acknowledged) and responder. |
workflow_completed | The workflow reached its final state. Shows overall outcome. |
workflow_cancelled | The workflow was cancelled before completion. Shows cancelling user and reason. |
Transmittal and correspondence events
| Event | Description |
|---|---|
transmitted | The document was included in a transmittal issue. Shows transmittal number, issue date, and recipient count. |
correspondence_linked | A correspondence item was linked to this document. Shows the item's type and reference number. |
Access and package events
| Event | Description |
|---|---|
package_assigned | The document was assigned to a work package. Shows the package reference. |
package_removed | The document was removed from a work package. |
guest_share_created | A guest share was created for this document. Shows expiry configuration. |
guest_share_revoked | A guest share was revoked before expiry. |
Viewing document activity
- Open the document from the register.
- Select the Activity tab.
- Events appear in reverse chronological order (newest first) by default.
- Toggle Oldest first to read the lifecycle from beginning to end.
Filtering the activity log
Apply filters to focus on specific event types or actors:
| Filter | Options |
|---|---|
| Event category | Upload, Metadata, Workflow, Transmittal, Correspondence, Access |
| Event type | Individual event type selector (multi-select). |
| User | Filter to events performed by a specific team member. |
| Date range | From / to date filter. |
Filters combine as AND conditions. Clear all filters to return to the full activity log.
Exporting activity
The filtered activity log for a single document can be exported as a CSV file using the Export button. The export includes event type, category, actor name, timestamp, and the event detail (field change, outcome, reference, etc.).
Project-level activity view
For a cross-document view of activity across the project, use the project-level Activity dashboard (accessible from the sidebar). It shows events across all documents filtered by project, with the same filtering options as the document-level view but applied across all records.
Related
- Audit Trail — organization-level full event log including administrative actions
- Document Register Guide — the register features including lock, supersede, and confidentiality
- Workflow Templates — workflow events recorded in document activity
Filter by action type, date range, or actor to find a specific event quickly.
Export
Export the activity log to PDF or Excel for inclusion in audit packages or dispute resolution evidence files.