What does the Viewed status mean in Agreements?

Overview

The Viewed status in X-Pro Service Agreements indicates that the agreement has been successfully opened and viewed by the recipient, but no action has been taken on it yet. This status helps users track client engagement and confirm that the agreement has been accessed.

What Happens When an Agreement Is Viewed?

When a recipient opens an agreement:

• The agreement automatically moves to the Viewed column.
• The system records that the recipient has accessed the agreement.
• The agreement remains in this status until the recipient either accepts or declines it.

Steps to View the Viewed Column

• Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.

• Locate the Viewed column on the Agreements page. All agreements that have been viewed will appear in this section.

Updated on: 06/08/2026