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Accounts overview

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Jimmy K.
  • Updated

Setting account names when creating links allows you to aggregate contacts and visitor data across content into organized reports for each company or organization.


 

Edit account names (name links)

Typically, account names are the name of the company or organization you’re working with however, your account name doesn’t have to follow this naming convention. The default title will be “Example account” which can be edited at any time. 

To edit an account name for an individual link:
  1. Click Links.
  2. Navigate to the Content or Space link you want to update.
  3. Click the settings icon.
  4. Type the desired name under Name link.
  5. Click Update link.
Note: When you change the name of the link, all documents and Space links are also automatically updated.
To edit an account name for all links:
  1. Click Accounts.
  2. Navigate to the desired account.
  3. Click the temporary title at the top.
  4. Type your new name. 
     

Archive accounts

You can archive old accounts anytime from the accounts tab
To archive an account:
  1. Click Accounts.
  2. Click  more (more options).
  3. Click Archive account.
     
To unarchive an account:
  1. Click Accounts.
  2. Check Include archived accounts.
  3. Click  more  (more options) next to the account you want to unarchive.
  4. Click Unarchive account.
     
Note: Creating a new link on an archived account automatically unarchives the account. 


Merge accounts

Merging accounts combines data for both into one account and is permanent.
Important: Merging accounts is permanent and can’t be undone. 
To merge an account:
  1. Click Accounts.
  2. Navigate to the account you’d like to merge.
  3. Click  more-vertical (more options).
  4. Select Merge into another account.
  5. Select the name of the account you’d like to merge.
 

Filtering accounts

  • Active or Idle: You’ll be able to filter between active accounts, accounts that have recently received visits, and idle accounts that have not received any visits recently.
  • All or Personal: You can also filter between all accounts across all internal DocSend users or just your own personal accounts.  
 

Accounts page layout

On your accounts page, several tabs provide a quick overview of visitor activity, links, Spaces, and file requests.
 
Activity
Displays a comprehensive record of everyone who has accessed links within your account, including both Space and Content links.
 
Links  
Contains all your Content links, Space links, and file request links in one place for easy management.
 
Spaces  
Consolidates all Space links associated with your account, allowing quick access to export visit data or duplicate any Space.
 
File requests  
Lists all your file request links, enabling you to quickly see how many files have been submitted.
 

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