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.
