How to create a trackable link to your document ?

Learn to leverage Papermark for creating trackable links to your documents, offering insights into viewer engagement and enhancing document security.

Sharing documents with potential clients, investors, or team members is a critical part of modern business communications. By using trackable links, you can gain valuable insights into how your documents are viewed and interacted with. Papermark stands out as a powerful tool for creating these links, offering advanced features for tracking, security, and engagement. Follow this step-by-step guide to create a trackable link for your document using Papermark.

  1. Sign Up or Log In to Papermark: Visit Papermark's website and either sign up for a new account or log in if you already have one.

  2. Upload Your Document: Once logged in, navigate to the dashboard and look for an option to upload your document. Papermark supports various formats, ensuring your document retains its formatting and integrity.

  3. Customize Your Document Settings: After uploading, you'll have the option to set various parameters for your document. This includes access controls (who can view the document and whether they can download it), password protection for added security, and even an expiration date for the link.

  4. Generate Your Trackable Link: With your settings configured, generate the trackable link. Papermark will provide a unique URL that you can share with your intended audience. This link is connected to Papermark's analytics, allowing you to track engagement.

  5. Share Your Link: Distribute your newly created trackable link through email, social media, or any other preferred communication channel. The link will direct viewers to a secure, branded landing page where they can view the document.

  6. Track and Analyze Engagement: Papermark offers a comprehensive analytics dashboard where you can see detailed information about how your document is being interacted with. Metrics include number of views, duration of views, viewer location, and more. This data can help you understand your audience's engagement level and interest.

  7. Follow Up Based on Engagement: Use the insights gained from Papermark's analytics to follow up more effectively with your viewers. Tailor your follow-up communication based on the interest and engagement levels shown by the analytics.

Why Choose Papermark for Your Document Sharing Needs?

  • Enhanced Security: With Papermark, you have complete control over who can access your document. The ability to set passwords and expiration dates adds an extra layer of security.

  • Detailed Analytics: Understanding how your document is viewed helps you make informed decisions about follow-ups and future document sharing strategies.

  • Professional Presentation: Papermark provides a branded viewing experience, ensuring that your document looks professional and engaging to your audience.

  • Dynamic Updates: Need to make a change to your document? Update it on Papermark and your link will automatically provide the latest version to viewers.

Conclusion

Creating a trackable link for your document using Papermark is a smart way to share your important documents securely and professionally. With the added benefits of detailed analytics and enhanced security features, Papermark helps you understand and engage your audience more effectively. Whether you're sharing a pitch deck, a business proposal, or any other document, Papermark provides the tools you need to share with confidence and insight.