For each document you create within 17hats, you'll be able to see various activity such as when it was sent or edited.
Anytime a document is created, sent, or deleted, a record will be created within the "Activity" tab of your project.
You can also see activity for each individual document by opening it within the project.
The history will appear in the top right above the document as shown below.
For questionnaires, you'll be able to see when the document was created, sent, viewed, and answered.
For invoices, you'll be able to see when the document was created, sent, viewed, and paid.
For contracts, you'll be able to see when the document was created, sent, viewed, signed, or edited. If you do edit the contract, you'll be able to view a previous version of the contract only if it was signed.
For quotes, you'll be able to see when the document was created, sent, viewed, edited, and accepted.
Things to keep in mind:
- Only the Quote and Contract documents will show when/if the document was edited.
- Only the Contract document will show the previous copy of an edited document.
Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST. You can also check out other articles in our Help Center as needed.
KeyWordSearch: Activity, History, Views, Documents, Read Receipts, Confirmation