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Document Viewed: Easy Notification Set Up For Better Follow Ups | Topline

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Document Viewed: Easy Notification Set Up For Better Follow Ups

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.

How To Use

Navigate: Contracts > Documents & Contracts > Settings

Settings > Team Notifications

Enable: Turn on Document Viewed

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.

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