It would be great to be able to see if a client has downloaded a document
On our previous document repository system, we could see when a client had downloaded a document as a field on the same page and would know that they had at least acknowledged it's existence. Helps with chasing signoffs and client engagement.
Guest
Aug 30, 2024
One of the market competitors offers a solution where the actual PDFs stored in the cloud are updated with an audit log showing times when the client read, downloaded, signed or rejected a given document. We can see if clients read our email on the timeline, but we cannot see if they read the most important documents we produce for them.
One of the market competitors offers a solution where the actual PDFs stored in the cloud are updated with an audit log showing times when the client read, downloaded, signed or rejected a given document. We can see if clients read our email on the timeline, but we cannot see if they read the most important documents we produce for them.