Activity Tracking of Documents

Activity Tracking of Documents

September 02, 20241 min read

Maximize your document completion rate and control the contract closing process with Activity Tracking of Documents. This feature allows you to keep track of the progress of a document, how many times it has been interacted with, and in which ways it has been interacted with.

⭐️Why Is This Feature Beneficial To Your Business?

  • Improved Document Management: Keep track at a glance of the steps to take next keeping you in the loop at all times, helping you streamline your process and ensure everything runs smoothly.

  • Timely Client Reminders: Checking contacts' activity at a glance allows you to send reminders to stragglers or reach out to contacts who’ve not signed even after viewing the contract, catching issues immediately.

  • Controlled Timeframes: No more wondering if a deal will close by a certain date, this will help you keep track of any pending actions you, your clients, and your team have and gain a greater understanding of when your process will be completed.

⭐️How To Use Activity Tracking of Documents:

  1. Navigate to the Documents and Contracts Tab inside the Payments section.

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  2. Hover over the contact icons on the item you'd like to view to check the last action time, tags, and status of all users involved in the document’s completion.

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  3. For a more detailed log, click on the three dots icon next to the document, then click on View History.

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  4. This will open a right-sidebar with details of all actions that have been taken with the document.

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Ensuring your Documents and Contracts are completed has never been simpler, with Activity Tracking of Documents. You’ll be able to monitor each step of the way guaranteeing success for you and your team!


Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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