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 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?
:
- We are bringing in a fix for PDF page breaks soon!
- We'll soon support opportunity custom values!