Activity Tracking of Documents - Now Live

Social Sync Collective

Published on: 22/08/2024

The new "Activity Tracking of Documents" feature allows users to view the complete history of a document from sending to signing by clicking "view history." Users can see last viewed times and actions needed by hovering over contact icons. This tool helps track document status and actions efficiently. However, last action times are only available for new documents. Future updates will include a fix for PDF page breaks and support for opportunity custom values.

Payments New Update

Activity Tracking of Documents - Now Live

Social Sync Collective

Published on: 21/08/2024

A new feature, "Activity Tracking of Documents," is now live, allowing users to track the complete history of sent documents, including edits, views, and signatures. By hovering over the contact icon, users can see the last viewed time and required actions. Detailed logs are accessible via the "view history" option. This feature helps users monitor document status efficiently, ensuring quicker closures. Note: Last action times are available only for newly sent documents. Upcoming updates include a fix for PDF page breaks and support for custom values.

Payments New Update