7 min read
Stay informed and review activity
Use notifications for daily attention and the audit trail for a durable history of important actions.
What you’ll achieve
A studio that responds quickly to current work and can confidently review what happened later.
01
Work from notifications
Notifications surface account and workflow events that may need attention.
- 1
Watch the unread badge
The dashboard navigation shows when new activity is waiting.
- 2
Open the relevant item
Use the notification to move directly into the client, event, or workflow.
- 3
Mark items as read
Keep the list useful by clearing activity you have handled.
- 4
Tune preferences
Adjust notification settings if the signal becomes too noisy or too quiet.
02
Use the audit trail
The audit trail records sensitive and business-critical actions such as signatures, payments, delivery, forms, and studio changes.
Workflow at a glance
- 1
Open Audit trail
Review the newest activity in chronological order.
- 2
Search by action or record
Find a contract, invoice, form, or other event when answering a client question.
- 3
Read actor and time
Confirm who or what performed the action and when it occurred.
- 4
Load older activity
Continue backward when you need history beyond the first page.
- Use the audit trail as a factual history, not as a task list.
- For current work that needs action, use notifications, selections, tasks, or the outbox.