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How do I know that the client has opened the form?

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There are three ways to check if the client has opened the form:

  • Verification from Dashboard.
  • Verification from Processes screen.
  • Verification online from the Show Agent screen.

Verification from Dashboard


In Dashboard screen there is a section called “Viewed” where you can see all the forms that were viewed by clients in last 24 hours.

In addition, in all the other sections there is a column “Viewed”, that is automatically updated with the date and time details once the client opened the form.

For more information about Dashboard read here.


Verification from Processes screen


There is another way to check if a client has opened the form, for any user with agent or project manager permissions.

In Processes screen there is a column with the title “Client logged in” and there you can check last date and time the client opened the form.

For more information about Processes window read here.


Verification online


A representative from the organization works in screen sharing with a remote person online. The work is done on top of Show Agent interface.

Once the client opens the form the green indicator will appear at the bottom of the screen at the agent side for a short time.

For more information about Show Agent read here.

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