We’re excited to introduce new features to streamline document management within Kraken CRM. Now, tracking the history and status of your documents is easier and more efficient than ever.
What’s New?
- Complete Document History: Easily view the entire history of a document—from when it was sent to when it was signed.
- Quick Status Insights: Hover over the contact icon to instantly see the last time the document was viewed and any required user actions.
How it Works:
- Access Documents: Open the Documents and Contracts section.
- Check Document Status: Scroll through the dashboard to find your document’s status.
- Hover for Quick Info: Hover over customer icons to see the last action time, tags, and current user status.
- View Detailed Logs: Click on the three dots and select ‘View History’ to see a detailed log of all document actions.