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See when your client has viewed a document
See when your client has viewed a document

MyCase has released a feature which will allow you to see when your client has viewed a document

C
Written by Crystal Lindsey
Updated over a week ago

MyCase has released a feature which will allow you to see when your client has viewed a document you have shared with them through the Client Portal.

OVERVIEW

The following actions will mark the document as "viewed" by a client:

  • Previewing a document (such as a PDF or image)

  • Visiting the document details for a document

  • Downloading a document

Note: The "Viewed On" date will show the initial time that the client viewed the document.


​This notification will appear in the following areas of MyCase:

In the Activity section of the Contact Details page, you can see notifications for all read documents for a client:

In the Sharing tab of each Document Details page, you can see the exact date and time that a document was first viewed:

On your Home tab's Recent Activity feed:


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