PDF & document tracking: Know who has viewed your PDF and documents

Do you know what happens after you send a PDF file or a document? Can you be certain about who has viewed your PDF files? What about when and how often documents are being opened, and from where?

The fact is, control is often lost once a file has been sent out. There is no easy way to keep track of it and realistically, it could end up spread much further than you intended.

PDF file and document tracking solutions help you to understand the movement of your documents and potentially, whether they are spread beyond your intended audience. You can get an understanding of whether your documents might have been compromised, and you may even be able to do something about it, particularly if you use it in conjunction with other document security features.

Let’s take a closer look:

Why is PDF file and document tracking useful?

There are three 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, you should be concerned about maintaining the security of these files and have an expectation that they don’t get forwarded to unintended recipients.

Logging the viewing of the document helps you keep track of who has accessed the file can be helpful. In cases where the file is compromised, you can then trace back to who has seen the file. You don’t want unauthorized access and you may want to check up on access by authorized users from strange 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 even take back the file after sending.

Sales and marketing

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

How will you know? If you track when the document was opened and viewed, you 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 up. You can then time your follow up to give yourself the best chance of getting a response.

Gauging interest in M&A deals

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

From another perspective, if you are giving away a PDF document as a lead magnet, you can understand how useful by checking how much people spend reading it. You could compare the data between different lead magnets that you use.

How to track PDF files with Digify

Whether you’re using the Send Files section or Data Rooms section, Digify’s tracking features can let you know who viewed your files as well as the location and duration of views. You can also know how many times your files have been viewed, printed, or downloaded. 

Document security

PDF File and document tracking is part of Digify’s suite of document security features. After sending the file using Digify, you will:

  • Get instant notifications on mobile and email when a recipient views your file for the first time. This allows you to better follow up with the recipient. You no longer need to guess whether they’ve read it or not.
  • In the Digify interface, you can see a summary of the views, downloads and prints for files you’ve sent. Drill down to the details to see a flow of who has seen the file, how many times they viewed it, and from which location.
  • For the security-minded, observing the usage pattern will help you know if people are sharing their credentials or if the file has been compromised.

Data rooms

With Digify’s Virtual Data Rooms, you can gain clear visibility over your recipients’ activity. You can see detailed analytics including who has or has not visited. From here, you have the ability to send reminders, particularly to those who haven’t read the document.

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

For easy reference, you can also sort, rank and export document analytics. For instance, it can be very useful to see who has last visited your data room.

Complete simple document security with Digify

Digify’s document security features go beyond just file tracking to include:

  • Digital Rights Management (DRM) – You can restrict or prevent PDF and document copying, forwarding or downloading, in an effort to inhibit the spread of your information.
  • Access Control – Set passwords for documents and grant or revoke access to users as needed.
  • Watermarking – Use either the classic, printable watermark which is embedded onto the page.
  • Document expiry and self-destruct – You can choose to have documents expire after a certain date and time, or you can set the file to self-destruct after a period, so that it can’t be re-accessed.

Digify allows you to use any or a combination of document security features to suit your particular needs. With the use of AES-256 encryption algorithm to protect your files, this is at the highest level of protection, certified by the NSA to protect Top Secret documents. Our balance of security with simplicity makes us a great choice for companies with all sorts of document security needs.

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

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