Stay informed with a new option in Kraken Business Suite™ to receive a notification when your document is first viewed by any of your recipients. This feature helps you know the moment someone sees your document, making it easier to follow up promptly.
What’s New:
- Easily enable notifications for when your document is first viewed.
- Stay updated once your contact has checked the document.
Why it Matters:
This update allows you to quickly follow up with your recipients after they view your document, ensuring timely communication and completion of your documents.
How it Works:
- Go to: Payments > Documents & Contracts > Settings > Team Notifications.
- Enable the “Document Viewed” notification.
Optional customization:
- Edit the email notification subject and body.
- For documents with multiple recipients, set up a workflow using the trigger: Documents & Contracts → Document Viewed (Status = Viewed).