Find Out Who Uploaded Document to Doctips

Practise you know what happens subsequently you send a PDF file or a document? Can yous exist sure almost who has viewed your PDF files? What about when and how ofttimes documents are beingness opened, and from where?

The fact is, control is ofttimes lost in one case a file has been sent out. At that place is no easy way to keep rail of it and realistically, information technology could finish upwards spread much farther than you intended.

PDF file and document tracking solutions help yous to understand the movement of your documents and potentially, whether they are spread across your intended audience. You can go an understanding of whether your documents might have been compromised, and you may even exist able to practise something about information technology, especially if you apply information technology in conjunction with other document security features.

Allow's take a closer expect:

Why is PDF file and document tracking useful?

There are 3 primary reasons why you should consider using PDF file and document tracking features:

Security concerns

These days, many documents are transferred electronically to people who need to view them, including documents that are sensitive in nature. Naturally, yous should exist concerned near maintaining the security of these files and have an expectation that they don't get forwarded to unintended recipients.

Logging the viewing of the certificate helps you lot continue track of who has accessed the file can be helpful. In cases where the file is compromised, y'all can then trace back to who has seen the file. You don't want unauthorized admission and yous may want to bank check upwardly on admission by authorized users from foreign locations. For senders, it gives them the feeling of control and adds some accountability for those who receive the documents. With some solutions, you can fifty-fifty take dorsum the file afterwards sending.

Sales and marketing

Let's say you send out a pitch deck or proposal for a venture that yous're trying to get investor bankroll for. You lot could just send out your pitch, wait and hope that you're choosing the right time later to follow up, but a more than powerful strategy is to know that you've chosen a skillful time to follow upwardly.

How will y'all know? If you track when the document was opened and viewed, yous will know that a) your recipient has definitely seen the document and b) they've probably had enough time to review it before you follow upwards. You can then fourth dimension your follow up to give yourself the best chance of getting a response.

Gauging interest in Yard&A deals

If you transport deal documents or proposals, the corporeality of time people spend on these documents is indicative of their level of interest. Do people read it once they receive it? Practise they open up it one time, or do they come back to it multiple times? You can then better focus and prioritize your efforts on prospects who show the most involvement in your content.

From another perspective, if you are giving away a PDF certificate every bit a lead magnet, you can empathise how useful past checking how much people spend reading information technology. You could compare the data betwixt different lead magnets that y'all apply.

How to track PDF files with Digify

Whether you lot're using the Send Files section or Data Rooms department, Digify'due south tracking features can permit yous know who viewed your files as well equally the location and duration of views. You tin can also know how many times your files have been viewed, printed, or downloaded.

Document security

PDF File and certificate tracking is role of Digify'south suite of document security features. Subsequently sending the file using Digify, you will:

• Get instant notifications on mobile and e-mail when a recipient views your file for the first time. This allows you lot to better follow upwardly with the recipient. You no longer need to guess whether they've read it or not.

• In the Digify interface, you can encounter a summary of the views, downloads and prints for files you've sent. Drill down to the details to come across a menstruation of who has seen the file, how many times they viewed information technology, and from which location.
  
• For the security-minded, observing the usage pattern will assistance you know if people are sharing their credentials or if the file has been compromised.

Data rooms

With Digify'southward Data Rooms, you can gain clear visibility over your recipients' activity. Y'all tin see detailed analytics including who has or has not visited. From here, you have the ability to send reminders, peculiarly to those who haven't read the certificate.

Data rooms are helpful for quickly and easily providing yous an overview of document analytics, such as the ability to come across rankings for who has spent the near time viewing a certificate, and who visited the most. You can see which documents are the most popular and all of this data tin can help you to strop and prioritize your follow up efforts.

For easy reference, you can as wellsort, rank and export document statistics. For example, it can be very useful to encounter who has last visited your data room.

Complete unproblematic document security with Digify

Digify'due south certificate security features get beyond just file tracking to include:

• Digital Rights Direction (DRM) – You can restrict or foreclose PDF and certificate copying, forwarding or downloading, in an try to inhibit the spread of your information.
  
• Access Control – Ready passwords for documents and grant or revoke access to users as needed.
  
• Watermarking – Use either the classic, printable watermark which is embedded onto the folio.
  
• Document expiry and cocky-destruct – Y'all can cull to take documents expire subsequently a certain date and fourth dimension, or y'all can fix the file to cocky-destruct after a period, so that it can't be re-accessed.

Digify allows you lot to use whatever or a combination of certificate security features to adapt your particular needs. With the utilize of AES-256 encryption algorithm to protect your files, this is at the highest level of protection, certified by the NSA to protect Summit Underground documents. Our rest of security with simplicity makes us a great selection for companies with all sorts of document security needs.

You can try out the features of Digify for yourself with gratis trial. Click here to get started.

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Source: https://digify.com/blog/pdf-document-tracking

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