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Documents & Contracts

How to Track Activity for Documents and Contracts

TABLE OF CONTENTS What's new? How to use? Why we built it? Note: What's new? Send out a document and view its entire history from sent, edited, viewed…

1 min read201 words3 explained imagesUpdated Thu, 12 Sep, 2024 at 3:12 PM
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. What's new?
  2. How to use?
  3. Why we built it?
  4. Note:

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TABLE OF CONTENTS

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.
What's new? (image 1 of 3) What this shows 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. What this shows Illustrates the "What's new?" section of "How to Track Activity for Documents and Contracts". This screenshot appears in the "What's new?" section of "How to Track Activity for Documents and Contracts". The text alongside this image reads: 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. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: 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…. Image 1 of 3 What this coversSend 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.
Fields in this part of the guide Note:Hover on the customer icons
Buttons and menus referenced TABLE OF CONTENTS
Next stepOpen 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
All 4 steps in this procedure
  1. What's new?
  2. How to use?
  3. Why we built it?
  4. Note:
What's new? (image 2 of 3) What this shows 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. What this shows Illustrates the "What's new?" section of "How to Track Activity for Documents and Contracts". This screenshot appears in the "What's new?" section of "How to Track Activity for Documents and Contracts". The text alongside this image reads: 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. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: 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…. Image 2 of 3 What this coversSend 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.
Fields in this part of the guide Note:Hover on the customer icons
Buttons and menus referenced TABLE OF CONTENTS
Next stepOpen 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
All 4 steps in this procedure
  1. What's new?
  2. How to use?
  3. Why we built it?
  4. Note:
What's new? (image 3 of 3) What this shows 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. What this shows Illustrates the "What's new?" section of "How to Track Activity for Documents and Contracts". This screenshot appears in the "What's new?" section of "How to Track Activity for Documents and Contracts". The text alongside this image reads: 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. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: 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…. Image 3 of 3 What this coversSend 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.
Fields in this part of the guide Note:Hover on the customer icons
Buttons and menus referenced TABLE OF CONTENTS
Next stepOpen 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
All 4 steps in this procedure
  1. What's new?
  2. How to use?
  3. Why we built it?
  4. Note:

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.

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