How to Track a Document Follow

Once the document is sent to your customers, you can track the analytics on the document views.

To Track a Document,

• Navigate to the More Icon from the left sidebar
• Click on Documents

• Click on the Document Name that you wish to track the analytics for

• Here, under the Visitors you can view the details of the people who viewed the document

• It shows the following details,
  • Name: Name or email of the person that viewed the document. If the contact already exists in the system with the provided email then the contact name will be displayed.
  • Views: This displays the number of times the visitor viewed the document.
  • Last Viewed Date: The last time when the visitor viewed the document.