Recap a Flow

With Recap, you see all the activity of a Flow on a timeline. It’s an audit trail that shows what occurred in the Flow in order: all the notes, documents added or updated, requests added or fulfilled, messages and chats.

How to recap a Flow?

To recap a Flow:

• Click on the Recap button in the header of the Flow

  

• The recap will be displayed in a new screen

  

What is included in the Recap?

The recap shows the activity of the two parties side-by-side. The timeline shows each update:

• When the update was made

• Participants on both sides who were included in the Flow during the update

• Update notes

• Files added or updated: You can click on files to preview the version in this turn

• File requests

• Requests that have been fulfilled: You can expand the request to see all the files that were uploaded to fulfill the request

Upcoming features

We are planning to include more information in the Recap timeline:

• Chat messages

• Events such as deadline reached, participant joining, etc…