Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
- In FYI, click on the relevant document in one of the lists.
- In the Drawer, click Activity.
- Click the Show more link to expand the list of activities, if relevant.
The information displayed will vary depending on the type of document and the activities available. For example, emails will include when the email is marked as sent. Each activity will display the user who made the change, and the date and time.
The following is an example of Activity on a Word document.
The following is an example of the Activity section for a sent email.
The following is an example of the Activity section for a received email that has been filed.