How to Track Activity for Documents and Contracts

What's new? Send out a document and view its entire history from sent, edited, viewed, to signed - just by clicking on view history on the options menu. Hover on the contact icon and view the last viewed time and the actions that need to be done by the user. How to use?

Open Documents and ContractsScroll to the dashboard on the line item of the document that you want to know the status ofHover on the customer iconsSee the last action time, tags, status of all the users involved in the documentTo view detailed logs, click on 3 dots and click on view historyView all the actions that happened on the document in the right drawerWhy we built it?

Will help users to know the actual status of their documents on the go, without opening the document every time. Will help them to get the document to a closure with readily available information. Note: Last action time in the hover modal would only be available for the documents that are sent now onwards. For older documents the time won't be available.