Set agreement status to viewed when signature opened
Set agreement status to viewed when signature opened
Your agreement records sit outdated when signers only view requests, delaying follow-up and onboarding. Update records with viewed status and signer details so your team can act same day.
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Overview
When signers open documents, your records should immediately reflect that — otherwise follow-up stalls and onboarding drags. This workflow updates the agreement record with viewed status and signer contact details within minutes so contract managers can act same day.