Audit trail
M
Main Street CFO
It would be great if there was a way to determine when a client accessed a document in order to confirm receipt.
Log In
Amanda Aparicio
Main Street CFO, John Daugherty, and Owen Tulk, in case it's helpful, if you upload a file to share with the client to a
Client Task
, then any "View" or "Download" events on the client's end will get logged to the Client Audit Log
on the project. Is this what you were looking for? Or something else?
E
Emily Taylor
Amanda Aparicio - in our previous portal (Canopy) we can see the last time the client logged in or in some cases logged if ever logged in. That would be helpful so we know who is not seeing their information.
R
Ronnice Terry
Amanda Aparicio Does this only show up if it's in a client task? We try to use the Files section only as opposed to a task.
Amanda Aparicio
Ronnice Terry, correct! This is for Client Tasks sections only, currently, so perhaps this post on the Feedback board is mostly geared towards the Files section!
R
Ronnice Terry
Amanda Aparicio In the files section would be helpful for us. Thank you
J
John Daugherty
I agree. This would be helpful.
O
Owen Tulk
absolutely - this is a HUGE hole in FC - there should be an audit trail on ALL activity and time keeping entry!!!!!!!