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.

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  1. 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.

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  2. 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.

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  3. 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.

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  4. 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.

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Feel free to suggest other cards that you’d like to be included in the summary!