Overview
The Account Details page keeps account paperwork on three tabs. Use Documents for documents you apply from your document library and send for signature. Use Files & Photos to store contracts, agreements, and correspondence. Use Activity to review a timeline of changes and actions taken on the account and its projects.
Before You Start
Available to companies with Smart Pro.
You must have Accounts permission.
The account must already be created.
Documents Tab
The Documents tab holds documents you apply from your document library, and tracks whether your contact has signed them. It is a different thing from Files & Photos, which is for files you upload.
The table has four columns:
Column | What it shows |
Document | The document name. Selecting it opens the document. |
Status | Not Started, Signatures Requested, Completed, or Signatures No Longer Needed. |
Commercial Portal | A toggle controlling whether the contact sees this document in the Commercial Customer Portal. |
Applied Date | The date the document was applied to the account. |
Each row's three-dot menu offers View, Request Completion, Cancel Completion Request, Reset Document, and Delete.
Use the search field and the All Statuses filter to find a document in a long list. When nothing has been applied yet, the tab reads "No Documents" and prompts you to apply a document from the document library.
Note: The Commercial Portal toggle and Request Completion are independent. A document can be visible in the portal without a signature request, and turning the toggle off hides a document even while a request is outstanding.
Files & Photos Tab
The Files & Photos tab provides a central location for storing files related to the account.
How to Upload a File
Open the account's detail page.
Click the Files & Photos tab.
Click the upload button to select a file from your computer.
The file uploads and appears in the table.
Managing Files
The table displays your uploaded files with details such as file name, upload date, and file type. You can:
View or download files from the table.
Delete files you no longer need.
đĄ SmartTip: Use the Files & Photos tab to store contracts, rate agreements, and important correspondence so your entire team can access them from the account page.
Activity Tab
The Activity tab displays a timeline of changes and actions on the account. It opens on the account's own activity, labelled with the account name, for example Harbor Point Logistics Account.
How to View Account Activity
Open the account's detail page.
Click the Activity tab. The account's activity appears.
(Optional) To see a project's activity instead, click the dropdown at the top of the tab and select the project.
What the Account Activity Timeline Shows
Each activity entry includes:
The date and time of the action
The user who performed the action
A description of the action or change
The account timeline records:
Account changes: the account being created, and edits to account details and general settings. Edit entries list each field that changed, with the old and new values.
Contacts: contacts added, edited, or deleted, including primary contact and department changes.
Departments: departments added, edited, or deleted. For example, "Department 'Facilities' added to the account." A deleted department's entry also names any sub-departments deleted with it and the number of contacts removed.
Rates: the account's rates copied, removed, renamed, or edited. For example, "Rates 'Standard Commercial' updated: Packing Rates." An edit entry names the section of the rates that changed.
Commercial portal: portal access granted or removed, and portal invites sent.
Files: files uploaded or deleted on the Files & Photos tab.
Documents: documents applied, reset, regenerated, shown or hidden on the Commercial Customer Portal, sent for completion, or deleted.
Notes: notes added, edited, deleted, pinned, or unpinned.
When nothing has been recorded yet, the tab displays "No recent activity."
Note: Job activity is on the project's Activity tab. Open the project, click Activity, and select the job from the dropdown.
Key Details
The timeline is read-only. Entries are recorded automatically and cannot be edited or deleted.
An action that changes nothing, or that fails, does not create an entry.
Portal access and invite entries for a contact also appear on the account even when the contact is not on any project.
Changes to rates that belong to a project appear on that project's Activity tab, not on the account. Changes to your company rates do not appear on the account.