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Tracking document version sent to a client

Tracking document version sent to a client

becklouis
New member | Level 2

Dear all,
I am calling on the DropBox community because I'm looking for a existing solution to track the latest version of a document shared or sent to a client.
Can someone help me with this?
Thank you in advance,

6 Replies 6

Walter
Dropbox Staff

Hey @becklouis, thanks for using Dropbox and welcome to our Community!

 

Can you please clarify how exactly are you sharing this file with your client?

 

Is it through a shared folder, a shared link or did you use the transfer feature perhaps?

 

Are you both able to see the same file on the website by the way?

 

Keep me posted!


Walter
Community Moderator @ Dropbox
dropbox.com/support


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becklouis
New member | Level 2

Hey Walter,
Thank you for your prompt feedback.
We used to send the document via email as an attachment or via a file transfer service if it was too heavy.
I both cases, this process didn't allow us to run an effective file tracking.
We're thus looking for a solution or process that would allow to share a given version of a file and easily track to whom it was sent and when.
Let me know if that clarifies my request and it DropBox provides such a solution?
Thank you,

Hannah
Dropbox Staff

Hey @becklouis, sorry to jump in here.

 

I believe that if you add the file to a folder and then share this folder with your recipient, you should be able to accomplish what you're after.

 

Once the folder is shared, when previewing the file, you should also be able to see activity on the file, like when it was shared/viewed, etc.

 

I hope this helps!


Hannah
Community Moderator @ Dropbox
dropbox.com/support


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becklouis
New member | Level 2

Thank you Hanna for your message. 

Would the tracking also work if you sent the file without placing it in a folder first?

Have a good day, 

Hannah
Dropbox Staff

No worries! 🙂

 

Would you be sharing the file itself (through the 'share' option and typing in the email address of the recipient) or a shared link to the file?


Hannah
Community Moderator @ Dropbox
dropbox.com/support


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KX
Dropbox Staff

Hi @becklouis, in addition to what's described above, we recently shipped the Send and Track feature on Dropbox Essentials, Business, and Business Plus.

 

The feature allows you to create links specific to the content you're sharing. Based on these links, you'll be able to tell which version of content your client is seeing. 

 

In addition to this, you'll get insights into how your client engaged with your content. For example, you'll be able to see which page of a PDF your client spent the most time on.

 

Hope this helps.

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    KX Dropbox Staff
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    becklouis New member | Level 2
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