How can I confirm whether a purchase order, proposal, or invoice I emailed was received and opened?

Step 1. Navigate to Projects > Purchase Orders/Proposals/Invoices

Step 2. Click on the identifying document number

Step 3. Click the History tab for records showing if/when the document was sent, delivered, and opened

Regardless of whether the document was shared as a PDF, Interactive Document, or via the Client Portal, the record will display as below:

  1. The email has been sent by the designer
  2. The document type (PDF, Interactive Document, Client Portal)
  3. The document was successfully delivered
  4. The request was handled by the system
  5. The recipient has opened the email/viewed the document