Clients
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Client Portal Activity Log
Client Portal Activity Log
What this does
The Client Portal Activity Log is a read-only record of all documents uploaded by clients through the client portal or WhatsApp. It shows which client uploaded the document, what type of file it was, when it was uploaded, and whether it was linked to a specific task or to the client's profile directly.
Before You Start
- This log only shows documents uploaded by clients — documents uploaded by your team members do not appear here.
- This page is read-only. Files can only be downloaded, not deleted or edited from here.
The Activity Log
Navigate to Clients → Client Portal Activity Log in the left sidebar.
The log displays all client-uploaded documents in a table with the following columns:
| Column | Description |
|---|---|
| Client Name | The client who uploaded the document. Click to open the client's profile. |
| Document Type | File type of the uploaded document (e.g. JPEG, XLSX, PDF) |
| Uploaded On | Date and time the document was uploaded |
| Linked To | Where the document was attached — either a Task (shown as a tag, e.g. Task: GSTR-1 Monthly Apr 26) or Client Profile |
| File Location | Storage location — shows the storage type (e.g. Google Drive), associated account email, and the file name |
| Action | ⬇️ Download — downloads the file |
Filters
Click Show Filters (top right) to expand the filter panel. Click Hide Filters to collapse it.
| Filter | Description |
|---|---|
| File Name | Search by full or partial file name |
| Client | Filter by a specific client. Defaults to All Clients. |
| File Type | Filter by file type (e.g. JPEG, XLSX, PDF) |
| From Date | Show documents uploaded on or after this date |
| To Date | Show documents uploaded on or before this date |
Click Apply to apply the selected filters. Click Reset to clear all filters.
Pagination
The list is paginated. Use the controls at the bottom to navigate:
- Results per page — choose 10, 25, 50, or 100
- Page No. — enter a specific page number and click Go to Page
- Prev / Next — navigate one page at a time
What Happens Next
To view all documents for a specific client (both team-uploaded and client-uploaded), open their Client Profile and go to the Attachments tab.
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