The following outlines the Events which are logged via the Client History
Event Name | Description |
|---|---|
Download File | Shows the file has been downloaded by either an Employee or a Client/Contact. |
Email sent to Client | System generated email sent to Client eg: Welcome Email |
Email sent on Behalf of Client | System generated email to Business eg: File Upload, File Signed, File Conversation. |
Export File | When a file is either downloaded or checked out using the Nimbus API. The Nimbus Add-Ins use the API. |
Import File | File has been added to Nimbus using the API. The Nimbus Add-Ins use the API. |
File moved to Client | File moved from a Business folder to a Client folder. |
File moved to Client | When a file is restored from Archive (will show in the subject line as /Archive/location/filename. |
Move File | Drag a file from one folder to another. |
Publish File | File has been made visible to the Client either by publishing manually, or has been published via an Email Job process. |
Upload File | File has been uploaded manually into the folder. |
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