Activity Summary page shows you at a glance what happened on Soraban for the selected time period. Currently, you can select Yesterday, Today, and This Week. Click View All to see more details.
Documents Uploaded - shows all new documents uploaded with details in the time period selected. You can click the document to show the folder in which the document was uploaded.
Reminders Sent - shows all reminders that were sent in the time period selected. You can click the questionnaire name to view the questionnaire in client’s dashboard.
Updated Questionnaires - shows all questionnaires that had client activity in the time period selected. You can click the questionnaire name to view the questionnaire in client’s dashboard.
Questionnaires Started - shows all questionnaires that were first opened in the time period selected. You can click the questionnaire name to view the questionnaire in client’s dashboard.
Feel free to suggest other cards that you’d like to be included in the summary!