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 happened 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 in chronological order.

When you perform any of the following actions, you can see a record in the Activity History along with the version number for the document:

  • Generate a document
  • Regenerate a document
  • Import an offline document
  • Import a document using intelligent import
  • Generate a supporting document
  • Store an executed document
  • Upload a document
  • Join a document
  • Send a document for review
  • Share a document for Office 365 review as a link
  • Mark a document review as completed
  • Cancel a document review
  • Clone a contract
  • Activate a contract
  • Terminate a contract
  • Expire a contract
  • Renew a contract
  • Amend a contract
  • Check-in a document with redlines from X-Author for Contracts
  • Check-in a document without redline from X-Author for Contracts
  • Check-in a document 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 ().
  2. The Activity panel opens. The records are displayed in chronological order of activity execution. The activities older than a month are grouped under 'Older' category.