Accounts Page Layout
The Account tab includes information for each account created within DocSend. Please see below for information regarding this page:
1. Active vs. Idle accounts. Idle accounts are determined based on total visits for the account; if an account does not have any visits associated, it will be determined as Idle.
2. All vs. Personal accounts. Personal accounts refer to those created through link creations by you. "All" accounts reflect every account within the DocSend account across all users.
3. Archived accounts are those that you have chosen to archive within the account. To archive an account, please refer to the section below titled, Accounts and Contact Archiving.
4. Contributors are any user of the account who has utilized that specific account by creating links or Spaces with the account name stated.
5. Visits & Visitors. Visits are the total number of unique visits to the account. Visitors refer to the total number of unique visitors to links or Spaces created for the account.
6. Archiving Accounts. Please see the Account Archiving section below for more information.
Should a user select directly into the Account by clicking on the account's name, you will be presented with the following page:
1. Each tab will present information regarding the Account's activity and the account's associated content such as links and Spaces.
2. The Activity tab will show all visitors who viewed a link or Space associated with the account. The visitor information includes the last time they were seen viewing a piece of content, their most recent geolocation, total time spent across all their visits to the content, and the total number of visits they have accrued.
3. These two figures represent the total number of views across all visitors as well as the total view time across all visitors for the account.
4. Users are able to create a new Space for the Account by using the green "Create Space" button in the top right.
The Account Spaces Tab will present the user with all Spaces created using that Account name. Information on this tab will include the ability to copy the Space link assigned to the Account, ability to toggle the Space on/off, as well as options to delete or Duplicate the Space.
The Account Links Tab will present the user with information on each visitor who viewed a link created for the Account. Information on this tab will include the ability to copy a link, edit a link and review analytics for visitors to the link(s) such as page by page data.
Please note: When a visitor downloads an entire Space, this will be reflected in their Contact profile as a visit. However, since the Space was downloaded, no page-by-page or visit time will be recorded. This is due to the visitor downloading all the Space's content and viewing each file outside of DocSend's document viewer.
Should the visitor download a document from a link created in the Content tab, page-by-page analytics will be present in the Contact and the download icon will also appear for the visit. Good to note: should a user see a visit time of (-) with an associated visit, this will denote the document was Download-Only Content.
The Contacts tab includes information for each visitor who has visited a link created in DocSend. Please see below for information regarding this page:
1. All vs. Personal contacts. Personal contacts refer to visitors who have viewed content from links you have created. "All" contacts reflect every contact captured within the DocSend account across all users.
2. Archived contacts are those that you have chosen to archive within the account. To archive a contact, please refer to the section below titled, Accounts and Contact Archiving.
3. Last Activity. This will detail the last time the contact has viewed a link.
4. Contributors are any user of the account who has received a visit by the contact through created links or Spaces.
5. Visits. The visits stated are the total number of unique visits this visitor has completed across all links shared.
6. Archiving Accounts. Please see the Account and Contact Archiving section below for more information.
Should a user select directly into the Contact by selecting the contact's name, you will be presented with the following page:
1. If the contact has previously agreed to eSign an NDA in the account, users will see this small icon under the contact's name.
2. All Accounts the contact is associated with.
3. Time Spent & Visits. This will reference the time spent viewing the specific document as well as the total number of visits to the document the contact has completed.
4. By selecting this button, the page will expand to show additional details regarding the contact's visits to the given document.
5. Users can view the total time spent by page for the given document. In addition, the chart will be color-coded should the contact have viewed the file multiple times from different sources.
6. Archiving Accounts. Please see the Account and Contact Archiving section below for more information.
Account and Contact Archiving
Users can archive accounts that they no longer use or want visible to the company. Account archiving can be used to streamline your target accounts, while removing stale or incorrectly created target accounts.
Creating a new link or Space to an archived account will unarchive that account and links to archived accounts will continue to remain active and will continue to sync to Salesforce. Members have the ability to archive accounts that they have contributed to, and Admins will have the option to archive any account (see User Roles for more info).
Archiving will remove accounts from your:
- Account list page.
- Search results.
- Account pre-fills when creating links and Spaces
Steps to Archive/Unarchive Accounts
Accounts can be archived and unarchived from the Account list page anytime and archived accounts can be viewed by selecting the toggle at the top to include archived accounts. To archive/unarchive accounts,
- Go to the Account list page
- Choose the more options menu (
) - Select the option to Archive or Unarchive the account.
Contact Archiving
Users can archive contacts that are no longer relevant from the contact list page and from the contact pages. Contact archiving can be used to streamline your contacts, while removing stale or incorrectly captured contacts. Archived contacts can still be accessed from visit rows, visit emails, and anywhere they’re linked to in DocSend.
Receiving a visit from an archived contact will continue to sync visitor data into Salesforce and will not unarchive the contact. Members can archive contacts that they have contributed to, and Admins will have the option to archive all contacts (see User Roles for more info).
Archiving will remove contacts from your:
- Contact page list.
- Search results.
Steps to Archive/Unarchive Contacts
Contacts can be archived and unarchived from the contact list page. Archived accounts can also be viewed without unarchiving them by selecting the toggle at the top.
- Go to the Contact list page
- Choose the more options menu ()
- Select and confirm Archive or Unarchive contact.
Important: Receiving a visit from an archived contact will not unarchive the contact unless specifically managed on the Contact list page.
