Overview
8am™ MyCase allows you to see when your client has viewed a document you have shared with them through the Client Portal.
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.
