The history shows what's happened to a document and when - from the moment you create it until it's paid.
What the history shows
When the document was created
Sent - when you send or share it
Viewed - when your client opens it
Exported - when you export it, as a PDF or in bulk
When a payment is added or removed
When your client accepts an estimate or quote
You'll see the exact date and time for sends, views and payments.
When "Viewed" won't show
If your client opens a PDF you downloaded and sent them yourself
If you sent the document from your own email app on iPhone or iPad, and your client's email blocks tracking pixels - tiny invisible images that show when an email has been opened
In those cases, your client may well have opened the document - the history just can't confirm it.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.