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
Open the Contract Details page of a contract and click the Activity icon ().
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.