Keep business owners informed when documents are viewed

Business owners miss who opened key documents, causing stalled case handoffs and inaccurate statuses. Tracker logs party opened timestamps so case managers follow up fast and statuses are correct.

Overview

Missed opened flags stall case handoffs and create messy status reporting. This workflow writes party-specific opened timestamps into your signature tracker so operations leaders eliminate stale opened statuses, prompt case managers for follow-up, and keep case tracking accurate.

Notable Features

Log viewer identity in tracker
Update party-specific opened timestamps
Notify case managers of opens