Tracking file activity in Salesforce Lightning — Classic

Tracking file activity in Salesforce Lightning

To track file activity in Salesforce Lightning:

1. Navigate to the Sertifi EContract related list.

2. Click the file name.

3. Click the Related tab.

4. Scroll down to the EContract Activities 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.