Hey there, small business owners! We’re excited to share a fantastic new feature that will help you stay on top of your important documents and contracts. Knowing when your recipients view these documents can make a world of difference in your communication and follow-up efforts. Let’s dive into how this can benefit your business!
As a small business owner, keeping track of your documents and ensuring timely follow-ups is crucial. With this new feature, you’ll receive a notification as soon as any one of your recipients views your document. This way, you’ll always be informed and ready to take action when it matters most!
Optional: Want to customize your email alerts? Edit the subject line (like “Document Viewed”) and include the placeholder {{Preview URL}} in the body for added context.
Keep in mind that notifications are sent only when the document is viewed for the first time by any recipient.
If you need notifications when all recipients view your document, consider setting up a workflow with the trigger “Documents & Contracts → Document Viewed (Status = Viewed)” to automate email alerts.
Stay proactive by following up promptly after you receive a document viewed notification—this can help you close deals faster!
