Tracking Documents (For Ready Only Documents)

What are they?

Tracking documents are read only documents that don't need to be signed. They are often used for things like sales presentations, rate cards, sponsorship packets, or for sending any other information your recipients need. 

Let's get started! 

To begin uploading your read only document to the Docsketch app, you'll want to be in your Documents list dashboard. Click the drop down menu next to the “New Document" button and click on "for Tracking." 

You'll then be prompted to choose a file from your computer to upload as your Tracking document. 

After selecting your file from your computer, you will need to decide which way you would like to send your tracking document.

There are 2 ways to send these tracking documents.

#1: Get the Share Link

You can send your tracking document as a shareable link by selecting the “Get Share Link” button. 

Selecting the "Get Share Link" option will direct you to the following page. Share links are useful if you would like to copy and past the link into an email and send the Tracking document off that way. To do so, click on the "Copy Link" button.

These links are much more configurable than sending them directly through Docsketch - you get a lot more options. You can add a label to the link (1), require an email address so that the recipient/s need to enter their email in order to view the document (2), you can prevent the recipient/s from downloading the link if you don't want competitors to get a hold of it (3), at any point you can click on the "disable link" button which will cause the link to stop working for your recipient/s (4), and you can select "Create share link" if you'd like to create another link of the Tracking document (5).

#2: Send Directly Through Docsketch

Other than share links, you can send the tracking document immediately by clicking “Send directly from Docsketch." 

After that, you will need to enter the contact information of the people who will be receiving the document.

Then, you'll be transferred into the send modal where you can enter a custom message before sending it off. The only step that is different from a regular document is dragging and dropping fields onto the document. 

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