Review recipient activity for a handover
Review how recipients have interacted with a shared handover, including views, downloads, acknowledgements and timing details.
This guide is designed for project manager.
Steps
Step 1: Open the handover delivery details
Navigate to the relevant handover in your project and open its delivery details panel to access recipient activity information.
Step 2: Locate the Recipient Activity panel
In the delivery details view, find the Recipient Activity panel, which appears when the handover has been shared via the public page channel.
Step 3: Check whether public page tracking is active
Confirm that the handover includes the public page channel so that recipient events such as views and downloads are recorded and visible.
Step 4: Review the per-file activity summary
In the panel, review the roll-up of activity per file or document, including the file name or delivery label and an at-a-glance count of views, downloads and acknowledgements.
Step 5: Examine individual activity events
Look through the list of events sorted by most recent first, using the coloured badges and icons to distinguish between View, Download and Acknowledged actions.
Step 6: Check timestamps and event details
For each event, review the recorded date and time, shown in your local format, to understand exactly when recipients interacted with the handover.
Step 7: Identify missing or unrecorded data
Where dates or details are not available, note entries marked as not set so you can follow up or adjust how you share future handovers.
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Last updated: 2026-08-31