Has a client logged in to the Client Portal yet? Which tasks for a submission have been completed by a client? Account Activity history provides answers. There are two ways to view account activity history.
The Activity option in the left column for an Account shows activity history for a single account.
The Account Activity list shows activity history for all accounts.
On this list you can search for activities by document name, form name, or schedule name. You can also filter activities by activity type, account type, and region. For more information see: Account List and Account Activity.
Depending on the type of activity, the activity description has links to quickly navigate to the relevant details:
A document name link opens a preview of the document (for PDF documents)
An e-signature request link opens a preview of the signed document
A form name link opens the form data entry page
A schedule name link opens the schedule data entry page
A document upload request opens the request page
A submission name link opens the data collection page for a submission.
Still have questions? Feel free to chat with our Support Team! The chat feature is located in the bottom, right-hand corner of the platform or email at support@useindio.com.
Note: The Indio Technologies platform is most optimized on the browsers such as Microsoft Edge, Google Chrome or Mozilla Firefox. If you use Internet Explorer (IE) 10 or less, there may be limited functionality as a result.