Data room timeline and automatic data room e-mails
Where to see who did what in the data room (sign-in, opening, download, access changes), and when the system e-mails data room users on its own.
Every relevant event in the data room is logged: sign-in, opening a folder, viewing a document, download, upload, granting and revoking access. The timeline shows them as readable sentences in your language.
Opening the timeline
- Open Reports → Data room activity.
- Filter by user, activity, period, document or folder.
- Click Filter. The list only shows events of clients you have access to.
A row reads, for example: "Anna Kovács requested a watermarked download: "brochure.pdf" (folder: Minta utca 1.)". For a failed sign-in the username typed is shown too.
Automatic e-mails
| When | Recipient |
|---|---|
| login e-mail for a not yet activated account (sent manually) | the user |
| access e-mail for an activated account (sent manually) | the user |
| the brokerage of a property ended (sold, let, withdrawn) | the brokers concerned, one e-mail per user |
| the advert's price, currency or price unit changed | the property's active brokers |
| the terms of use page was changed | the users with access to the data room that day |
The e-mails are sent on behalf of the client company, in the recipient's language; the header shows the data room's name. Set your own text in Mail → Templates for the Folders module and the event key; without a template the built-in text is sent.
Example
You change the price of the sale advert for Minta utca 1. from HUF 120,000,000 to HUF 115,000,000. The property's two active brokers receive an e-mail about the price change, and the event appears on the timeline.