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
• Send a document for signatures
• Recall DocuSign signature request
• Cancel AdobeSign signature request
• 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

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

You can search specified records in the history, you can filter history specific actions, and also export the records in a CSV or Microsoft Excel file.

The activity history feature allows you to monitor all events and actions carried out during a contract's lifecycle within the CLM application. From the Activity panel, you can filter activity history by different action categories, enabling you to focus on specific types of activities, such as document generation, lifecycle updates, and approvals.

You can filter activity history according to the following action categories.

Additionally, you can use date ranges such as the last seven days, the previous two weeks, this month, or a custom date range by specifying the start and end dates to filter the contract's activity history.

To filter activity history by date ranges, choose one of the following options from the TIMESTAMP list.

• Last 7 days
• Last 2 weeks
• Last month
• Custom Range

Let's consider that you want to review the activity history of a contract. The contract has gone through several stages, including document creation, lifecycle updates, and approvals. You want to see only the approval-related activities to ensure all necessary approvals have been completed.

Select a contract to open its Contract Details page and click the Activity icon () to open the Activity panel.

Click the filter icon ( ) to filter the activity history and choose the action category, for example, Submitted action under APPROVAL and click Apply.

The Activity panel now displays only the activity history related to submitted approval requests.