How to Track Activity for Documents and Contracts

Track Document and Contract Activity

Monitor the complete lifecycle of your documents and contracts directly from your CRM dashboard. This feature provides visibility into every action taken on your important files, from initial sending through viewing, editing, and final signing.

Quick Status Overview

To check the current status of any document:

• Navigate to the Documents and Contracts section
• Locate the specific document in your dashboard listing
• Hover your cursor over the customer icons displayed for that document

The hover display shows you the most recent action timestamp, participant tags, and the current status for all users involved with the document. This gives you an at-a-glance understanding of where things stand without needing to open the document itself.

Detailed Activity History

For comprehensive tracking information:

• Find the document in your Documents and Contracts dashboard
• Click the three-dot options menu for that document
• Select "View History" from the menu

A detailed activity log will appear in a side panel, showing you every action that has occurred on the document in chronological order. This includes when it was sent, viewed, edited, and signed by each participant.

Important Note

The last action timestamp displayed in the hover preview is only available for documents sent after this feature was implemented. For documents created previously, the time information may not be available in the hover display, though the detailed history will still show all recorded actions.

This tracking functionality helps you stay informed about document status in real-time and ensures you have the information needed to move documents efficiently toward completion.