Activity Tracking of Documents – Now Live!

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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.
    ![View History click](
    ![View History](
    ![Hover](

How to use?

  • 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

Why 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

What’s next?:

  1. We are bringing in a fix for PDF page breaks soon!
  2. We’ll soon support opportunity custom values!