Overview
The DocSend Dashboard offers a high-level overview of visit activity across your account, giving you a quick look into recent visits, most engaged contacts, and recently active links. For best practices, check out our blog post and dedicated analytics page!
Skipping Ahead
Filters
You can filter up to five rows of data across the Recent Visits and Most Engaged Contacts sections using the following filters:
- Filter by Content: Search for visits associated to specific Team folder content.
- My Visits: These are visits to any links you created. You will be the only one with access to this view.
- All Visits (Available on Standard and Advanced): Also known as team visits, these are visits to links created by other users housed under a Team folder. Only Admins and account Owners on the Standard or Advanced plan can see team visits.
- Date Range: View visits from the last 30, 14, or 7 days.
Columns
Clicking on any of the columns will organize the corresponding data in either ascending or descending order.
- Time Spent: see who spends the most or least amount of time on your documents.
- Time Ago: see who most recently visited your document.
- Visits: see who visits your content the most (or the least).
- Docs: see who accesses the most document (or least)
Recent Visits
Depending on your plan type and user role, the “Recent Visits” section populates up to 5 rows of personal and team wide visits across the entire account. This section includes information about the visitor, content, associated account, the visit date, and updates every hour.
In this section, you can:
- Filter between My Visits and All Visits
- Sort through most recent visits and time spent on each of those visits.
- Click on the visitor’s name to see more detailed information on the visit.
- Click on the account name to go to the visitor’s account detail page.
- Click on the document name to go to the document detail page.
- See when the visit occurred.
Note: Clicking View all visits will take you to a full list of personal visits (not team) with live updates. Please note, this is not a filterable view.
Most Engaged Contacts
The Most Engaged Contacts section focuses on visitors who have been most engaged with your content in the last 30 days. In other words, you can see which contacts visit your links the most relative to others. Please note that data updates every two minutes.
In this section you can:
- Filter between My visits and All visits.
- Sort by visits, number of documents visited, and time spent on documents.
- Copy the contacts email to your clipboard clicking the mail icon next to their name.
- Click on the visitor’s name to see more detailed information on the visit.
Note: You can only filter up to five rows of data.
Recently Active Links
The “Recently Active Links” section focuses on links you created along with the associated accounts that have the most engagement over a 30 day period. It includes information on the account name, document, total visits for the link, and when the last visit occurred.
In this section, you can:
- Click on the account name to go to the account page.
- Click on the document name to go to the document page.
- See how many times the link was visited, as well as when the last visit occurred.
Note: This is not a filterable view and provides live updates.
Visit Stats
This “Visit Stats” section summarizes the total visits for all of your links. Gathered every day over a 30-day period, this chart can be used to gain insight about when your content is being viewed and interacted with the most.
Things to Consider
- The Recent Visits and Most Engaged Contacts sections will show up to five filterable rows of data. Any rows beyond the five rows will not be filterable.
- Filterable data will update every two minutes while the view all visits pages will provide live updates.
- A visit is only tracked when the visitor has successfully opened a document within a Space or if they have signed an NDA before visiting a Space.
- If a visitor opens a Space link but doesn’t sign an NDA or visit a document within the Space, that visit will not be tracked.