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Created by Guest
Created on Aug 30, 2024

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.

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  • 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.