The vault activity log is an audit trail of every document action — who uploaded, replaced, deleted, or downloaded what, and when. This guide covers reading it.
💡 Tip — Who can use this Available to clients on the Access tier and above, under Documents (the "Vault Activity Log" tab).
Quick reference
| Step | Action |
|---|---|
| 1 | Open the activity log tab |
Step 1 — Read the activity log
In the Documents workspace, click the Vault Activity Log tab. You'll see a paginated, chronological list of document actions, each showing:
- The date and time.
- The user who performed the action.
- The action type (upload, replace, delete, download, or other) as a badge.
- Details about what was acted on.
📝 Note — It captures every interaction Uploads, replacements, deletions, and downloads all appear here. This makes the log useful for accountability — you can see exactly who accessed or changed a document and when.
💡 Tip — Use it to confirm a partner received a file If you uploaded a document and want to confirm your advisor picked it up, check the activity log for a download entry under their name. It's a quiet way to verify the handoff without chasing a message.