improved
Documents & Contracts
Document viewed: Easy notification set up for better follow ups
What's new?
- Within the in-house tool of Documents & Contracts where you can collect legal binding e-signatures, you now get an option to easily turn on a notification, whenever your document is first viewed by any one of your recipients.
- This will help you stay better informed once any contact has viewed the document
How to use?
- Navigate: Payments > Documents & Contracts > Settings > Team Notifications
- Enable: Turn on Document Viewed
- (Optional) Customize Email: -> Edit the subject (e.g., “Document Viewed”) -> In the body, insert {{Preview URL}}
- Behavior: Only the first view (across all recipients) sends one alert on the sender's email
- If you want a viewed notification for all recipients in case your document has multiple recipients, you can configure a workflow -> Use trigger: Documents & Contracts → Document Viewed (Status = Viewed)-> Add actions (e.g., send email)
Why we built it?
- For you to be notified, once your recipient has viewed this document for the first time, so that you can follow up and take the document to completion.