Activity

The Activity group gives you cross-module views. Instead of opening one record at a time, you see everything of a kind across all the records you can access. Each view respects your permissions, so you see only what you’re allowed to.

Calendar

An aggregate calendar of every event on records you can access, each labeled by its record and module. Filter by module, entity, type, or date range to focus on upcoming deadlines across your portfolio.

Documents

A single, filterable list of every document you can access, with a Location column showing which record each is attached to. From here you can select documents to download together as a ZIP or delete in bulk.

Workflows

All the workflows you’re a participant in, filterable by status, due date, and module. This view also has a New Request button for starting an authorized request workflow.

Reports

Reporting and analytics across your records.

Trash

Deleted records and documents go to Trash rather than disappearing at once. If you delete something by mistake, restore it from here.