Track Activity on Documents and Contracts

Once you've sent a document, you don't have to guess whether the client has looked at it. Vendi Today logs activity on every document so you can see exactly what's happened and when.

Quick status at a glance

From the Documents & Contracts dashboard, hover over the recipient icons on a document's row to see the last action taken and who took it, without opening the document itself.

Full activity history

For more detail:

1. Find the document in your dashboard.
2. Click the three-dot menu on that row.
3. Select View History.
4. A panel opens on the right showing the full activity log.

What gets tracked

• When the document was sent
• Edits made to the document
• Views and opens by each recipient
• Signature completions

Note that the quick hover summary only starts working for documents sent from now on — it won't show historical data for documents that were already in progress before activity tracking was checked.

Why this is useful

Being able to see who's opened a proposal (and who hasn't) means you know exactly who to follow up with and when, instead of sending a blanket reminder to everyone. It also gives you a paper trail if you ever need to confirm when a client reviewed or signed something.