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.
#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.
#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.