What is tracked
Access via public link is counted as anonymous.
Recipients by company
When the document contains an Attendance block, recipients are grouped by company so you can check reading status group by group instead of scrolling a flat list.Recipient statistics
When the document has been shared with several companies, two figures appear at the top of the tracking view: the number of recipient companies, and the share of them that have consulted the document (opened it, downloaded the PDF, or commented). Your own company is excluded from both figures.Sending activity
Above the recipient list, the Sending activity section follows the lifecycle of every email sent for the document — preparing, sent, scheduled, or failed delivery — along with reminders and the automatic lock.Proof of sending
Once an email is delivered, you receive a separate confirmation email — the proof of sending. It records the exact message that was sent: subject, sender, recipients, time of sending, a preview of the document, and a PDF copy.Locking the document
In addition to the automatic lock that can be scheduled after sharing, the document can be locked manually at any time from the follow-up view. Click Lock, then confirm. Locking is permanent — once locked, the document can no longer be edited. Locking also creates a final version of the document and generates the proof PDF covering all recipient activity.Proof PDF
Once the document is locked, a proof PDF is generated for audit purposes. Unlike the proof of sending, which covers a single email, it covers the activity of every recipient at once, and includes:- Each recipient’s status: opened, commented, downloaded the PDF, downloaded an appendix
- Recipients grouped by company, when the document contains an Attendance block
- A content hash of the document, to verify its integrity later