Activity Name

Deployed to Production

Timeline

Format

Icon

Notification

Notes

Create party

Yes

Party Timeline

{userName} created party {partyName}

User

In-app

Edit party

Yes

Party Timeline

{userName} edited {partyName}

Edit icon

Party marked as inactive

Yes

Party Timeline

{userName} marked {partyName} as inactive

Power button

Party marked as active

Yes

Party Timeline

{userName} marked {partyName} as active

Replay icon

Change Party type

Yes

Party Timeline

{userName} edited {partyName}

Edit icon

New contact created

Yes

Party Timeline

{userName} created contact {contactName}

Edit icon?

Contact deleted

Yes

Party Timeline

{userName} deleted contact {contactName}

Trash can?

Contact edited

No

Party Timeline

{userName} edited contact {contactName}

Edit icon

Tag added

Yes

Party Timeline

{userName} added the tag {tagName} to {partyName}

Tag

Tag removed

Yes

Party Timeline

{userName} removed the tag {tagName} from {partyName}

Tag

Waive requirement

Yes

Party Timeline

{userName} waived the requirement {requirementName} on {subjectName}

Play button

Edit waiver

Yes

Party Timeline

{userName} waived the requirement {requirementName} on {subjectName}

Play button

Remove waiver

Yes

Party Timeline

{userName} removed the waiver from requirement {requirementName} on {subjectName}

Play button

Enable “Send automatic requests for expiring documents”

No

Party Timeline

{userName} enabled automatic requests for expiring documents

What should happen if we use Retool to enable this for all parties?

Disable “Send automatic requests for expiring documents”

No

Party Timeline

{userName} disabled automatic requests for expiring documents

Disable “Compliance tracking”

Yes

Party Timeline

{userName} disabled compliance tracking

Enable “Compliance tracking”

Yes

Party Timeline

{userName} enabled compliance tracking

Assign compliance profile

Yes

Party Timeline

{userName} changed compliance profile to {complianceProfileName}

List on document

Change compliance profile

Yes

Party Timeline

{userName} changed compliance profile from {oldComplianceProfileName} to {newComplianceProfileName}

List on document

Edit “Additional notes”

Yes

Party Timeline

{userName} edited Additional notes section

Upload documents

Yes

Party Timeline

{userName} uploaded document {documentName}

Upload

Email, In-app

Document uploaded from Document request page

Yes

Party Timeline

Someone uploaded document {documentName}

Upload

Upload documents — automatic compliance report

Yes

Party Timeline

TrustLayer compliance report based on uploaded files:

{A} of {B} requirements marked as compliant

{X} of {Y} requirements marked as noncompliant

Play button

Send document request

Yes

Party Timeline

{userName} sent a document request to {contactEmail}

Paper airplane

If sent to multiple contacts, email addresses are comma separated

Send document reminder

Yes

Party Timeline

{userName} sent a reminder to {contactEmail}

Paper airplane

If sent to multiple contacts, email addresses are comma separated

Start a conversation/send message

Yes

Party Timeline

{userName} sent a message to {contactEmail} in the conversation {conversationName}

Message icon

If sent to multiple contacts, email addresses are comma separated

Document marked as reviewed

Yes

Party Timeline

{userName} marked document {documentName} as reviewed

Document with magnifying glass

Document marked as to review

Yes

Party Timeline

{userName} marked document {documentName} as to review

Document with magnifying glass

Document archived

Yes

Party Timeline

{userName} marked document {documentName} as archived

Document

Document marked as active

Yes

Party Timeline

{userName} marked document {documentName} as active

Play button

Document deleted

Yes

Party Timeline

{userName} deleted {documentName}

Trash can

<DeleteOutlined />

Shoutout to @Alessandro Di Dio for finding this one!

Document associated to project

Yes

Party Timeline

{userName} associated document {documentName} to project {projectName}

Document added to party

Yes

Party Timeline

Document associated to all projects

Yes

Party Timeline

{userName} associated document {documentName} to all projects

Flag added to document

Yes

Party Timeline

{userName} added flag to document {documentName}

Flag (color of flag chosen)

Flag edited on document

Yes

Party Timeline

{userName} edited flag details on document {documentName}

Flag (color of flag chosen)

Flag removed on document

Yes

Party Timeline

{userName} removed flag on document {documentName}

Play button

Party added to project

Yes

Party Timeline

{userName} added party to project {projectName}

Party removed from project

Yes

Party Timeline

{userName} removed party from project {projectName}

User left comment on Party Activity Timeline

Yes

Party Timeline, User Timeline

[userName} ({userEmail}) commented on {date}

New message received

Yes

None

Email, In-app

Bounced message

Yes

None

In-app

Mentioned in a comment

Yes

Party Timeline, User Timeline

Email, In-app

Fill & Sign Complete

Yes

Email

New user invited

No

User Timeline

{userName} invited user {userName} with email address {userEmail} as {userRole}

Project created

No

User Timeline

{userName} created project {projectName}