Tracking file activity in Salesforce Classic — Classic

Tracking file activity in Salesforce Classic

To track file activity in Salesforce Classic:

1. Navigate to the Sertifi EContract related list.

2. Click the file name.

3. Scroll down to the EContractActivities related list. If the related list is missing, contact your administrator to update your page layout.

   

You can also download a PDF copy of the file activity. To download a PDF copy:

1. Navigate to the file name in the Sertifi EContract related list.

2. Click the file name.

3. Click the Folder Maintenance button. The record appears in the Sertifi portal.

4. Click File Activity.

   

5. Click Download Certificate. The PDF copy of the file activity downloads to your machine.