When a document request is sent or a document is shared with a client, Firm360 automatically records the action as an activity within the client’s Activities tab. This allows your firm to maintain a record of document communication and easily review what has been sent or requested.
Viewing Document Activities
Each document request or sent document will appear as an activity entry in the Activities section of the client record. The activity title reflects the email address where the document request or document was sent.
To view additional details about the activity:
Navigate to the Activities tab for the client.
Locate the document request or document sent activity.
Click View.
The Description field will display the email message that was sent along with the document request or document.
Activities Associated with Projects
If the document request or sent document is associated with a specific project, the activity will also appear within the Activities section of that project.
This helps keep all communication and document exchanges organized within the relevant client or project workflow.