How to Track Activity for Documents and Contracts

Overview

Stay on top of your documents and contracts with Stack’s activity tracking feature. Easily monitor the journey of your documents from the moment they are sent, through editing, viewing, and finally, signing. This guide will walk you through how to access and utilize this feature effectively.

What’s New?

With Stack, you can now:

• View Document History: Access the complete history of a document by selecting “View History” from the options menu. This includes every stage from when it was sent to when it was signed.
• Track User Actions: Hover over the contact icon to see the last time a document was viewed and any pending actions required by the user.

How to Use Activity Tracking

1. Access Documents and Contracts:

   • Navigate to the “Documents and Contracts” section in your Stack account.

2. Check Document Status:

   • Locate the document you’re interested in on the dashboard.
   • Hover over the customer icons to see the last action time, tags, and current status of all users involved.

3. View Detailed Logs:

   • Click on the three dots next to the document and select “View History.”
   • A right-hand drawer will open, displaying all actions taken on the document.

Why We Built This Feature

This feature is designed to provide users with instant insights into the status of their documents. You can quickly determine where each document stands without needing to open it repeatedly, helping you move documents towards closure efficiently.

Important Note

Please be aware that the “last action time” feature in the hover modal is only available for documents sent after this feature was implemented. For older documents, this information will not be available.