How to Track Activity for Documents and Contracts

This article will help users to track the actual status of their documents without opening the document every time.

Updated: September 16, 2024

• 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.
  
  

• Open Documents and Contracts
• Scroll to the dashboard on the line item of the document that you want to know the status of
• Hover on the customer icons
• See the last action time, tags, status of all the users involved in the document
• To view detailed logs, click on 3 dots and click on view history
• View all the actions that happened on the document in the right drawer

• 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.