Skip to main content
The read tracking view is available in the right panel of the document, after it has been sent.

​
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.
From this section, open a scheduled email to edit or cancel it before it goes out. Schedule and reminders

​
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.
Keep this email as a record of the send: it links back to this tracking view and includes a PDF copy of the document as it was at the time of sending.

​
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 choose:
  • Lock now: the document is locked as soon as you confirm.
  • Schedule lock: pick a date and time (for example in 2 or 7 days). The document is locked automatically then, whether or not it was shared by email. To change your mind, reopen the dialog and click Cancel scheduled lock.
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
  • The full text, author, and date of every comment and reply, marking whether each was added after the document was locked — the quoted passage and resolution date, if resolved, appear on each thread’s initial comment
  • The list of appendices attached to the document: name, type, who added it, upload date, and size
  • A content hash of the document, to verify its integrity later

​
Identify non-readers

The view lists the status of each recipient. You can immediately spot those who have not yet opened the document.

​
Follow up manually

From the tracking view, you can individually follow up with a recipient who hasn’t read.
To automate follow-ups, configure automatic reminders in the share view. Schedule and reminders