The Activity Log is your trusty sidekick! It creates a paper trail for your sent documents and offers valuable insights into your business interactions. Easily keep track of when your documents were sent, when your clients opened your documents sent via Indy's built-in email service, stay informed about invoice payments, track contract signings, and monitor proposal approvals.
With the Activity Log by your side, staying in the loop has never been so hassle-free!
Accessing the activity log
Simply click the 'Activity' tab located inside your proposals, contracts, and invoices.
You can also get an overview inside of your project dashboards.
It's that easy!