Document viewed: Easy notification set up for better follow ups
Clixio
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Improved
Documents & Contracts
What’s new?
- In the in-house tool for Documents & Contracts, you can now easily enable notifications when your document is first viewed by any of your recipients.
- This feature will help you stay better informed once a contact has viewed the document.
How to use?
- Navigate: Payments > Documents & Contracts > Settings > Team Notifications
- Enable: Turn on Document Viewed
- (Optional) Customise Email: Edit the subject (e.g., “Document Viewed”) > In the body, insert {{Preview URL}}
- Behaviour: Only the first view (across all recipients) sends one alert to the sender’s email.
- If you want a viewed notification for all recipients when your document has multiple recipients, you can configure a workflow: Use trigger: Documents & Contracts → Document Viewed (Status = Viewed) > Add actions (e.g., send email)
Why we built it?
- This feature notifies you when your recipient has viewed the document for the first time, allowing you to follow up and complete the document process.
