A negotiation cycle for a contract can run for weeks, months, or sometimes a year. It is difficult for end users like sales users, contract managers, and legal users to remember the changes that happen to a contract. The activity history feature lets you track all the events and actions executed in a contract journey on the CLM application. From the Activity panel, you can track the activities performed on the contract. User details of who executed the action on the contract and the timestamp (date and time) are displayed chronologically.

You can see a record in the Activity History with the document version number when you perform any of the following actions:

  • Create a contract through any of the following options:

    • Fill out a form

    • Import a document

      • By Import Documents

      • By Store Executed Contract

    • Intelligent Document Import
    • Bulk Import
  • Generate a document
  • Regenerate a document
  • Import an offline document
  • Generate a supporting document
  • Upload a document
  • Join a document
  • Send a document for review
  • Share a document for Microsoft 365 review as a link
  • Mark a document review as completed
  • Cancel a document review
  • Approval workflow activities:

    • Contract approval request with or without an attachment

    • Contract approval

    • Contract rejection

    • Contract auto-approval

    • Reassignment for approval request to a different user

    • Contract approval recall or cancelation

    • Adding an approver to the request

  • Clone a contract
  • Activate a contract
  • Terminate a contract
  • Expire a contract
  • Renew a contract
  • Amend a contract
  • Check a document in with redlines from X-Author for Contracts
  • Check a document in without redline from X-Author for Contracts
  • Check a document in as final to be signed from X-Author for Contracts
  • Regenerate a document from X-Author for Contracts
  • Create Offline Document from X-Author for Contracts
  • Import Offline Document from X-Author for Contracts

To view activity history

  1. Open the Contract Details page of a contract and click the Activity icon () displayed on the right hand side of the page.
  2. The Activity panel opens. The records are displayed in chronological order of activity execution. Activities older than a month are in the Older category.