Get notified when shared Word documents are viewed (with identity and context)

Share your Word document through Send to get instant alerts on opens and re‑opens, including who viewed, where, device, and total time. Route notifications to Slack, email, or your CRM so you can follow up right when interest spikes, and use AI Chat and Suggested Questions to answer common questions without another meeting.

When this is useful

Traditional Word sharing gives you little signal and no guided answers. Send adds identity capture, AI guidance, and webhooks so you act faster with better context.

• Proposals, SOWs, and contracts where timing matters
• Policies or SOPs shared externally
• Any document where you want identity and engagement context

Step‑by‑step: set up Word doc view notifications

These steps keep setup simple and outcome‑focused.

1. Add the Word document to Send
2. Configure link settings and alerts
3. Route events to your tools

Why this is faster with Send

You don’t just get a view count—you see who viewed and what they asked, and AI handles questions in‑page. Your timing and next step improve.

• Instant alerts on opens and re‑opens
• Analytics show viewer identity (if gated), location, device, and total time
• AI Chat and Suggested Questions reduce back‑and‑forth

Troubleshooting & tips

• Not receiving alerts? Verify the Webhook toggle and destination URL, and send a test event from Webhooks.
• Unknown viewers? Turn on a viewer gate for Name and Email. For known contacts, use a personalized link with a custom slug.
• Sensitive content? Disable download/print and use "Hide content until submitted." Replace files under the same link to keep one URL.

Integrations & automation (webhooks)

• Triggers: Document open and Any link open
• Destinations: Clay, Zapier, Make for CRM updates, tasks, and alerts
• Useful fields: viewer name, email, phone (if gated), location, device, total time

Privacy and controls

• Require name, email, or phone; optionally hide content until provided
• Disable download/print when needed
• Replace files under the same link so your URL never changes
• Use personalized links with a custom slug for known recipients

FAQ

• Can I push Word doc views into my CRM?
• What analytics do I get?
• Can I get alerts on re‑opens?
• Can I prevent downloading or printing?
  Get real‑time Word document view alerts with context. Share through Send, capture identity, and act while interest is high. Try Send.co today.