To give you full insight into work done in a specific data room, ProDeal logs all activities, including (but not limited to) actions such as viewing documents, uploading documents, downloading documents, edits to the room, writing a note, or updating status or item access.
To see the recent activity in a specific room, click Room Activity on the lower part of the left-hand bar of your room.
Room Activity Filter
To filter the room activity, use the filters found at the top of the screen (under the room name). You can filter by Teams, Users, Date Range, and Events.
Teams
Users
Date Range
Events
How to export room activity
To export the room activity, click the Export button found on the upper right-hand of your screen, and select what type of file (XLSX and CSV)
How to see activity on a specific document
You can also see a document’s activities while in the Document Viewer. Click the Document Activity button found on the right sidebar of your screen
How to inspect document-level details
You can also inspect other document-level details while in Document Viewer. These options can be found in the right sidebar of your screen.
Details
To see the specific details of the documents, click Details and you will see the following information:
File Name
File Type
File Status
Upload Date / Uploaded by
File Size
Teams with Access
Notes
You can also check the Notes for the specific document. Click Notes in the sidebar to see the Notes.
You can also add Notes by clicking the text box found in the bottom right corner of the screen.