Track when shared PDFs are opened (and which pages get attention)

Share your PDF through Send to see exactly who opened it and when, with page‑level time analytics. Add AI Chat and Suggested Questions to guide readers and shorten cycles.

When this is useful

• You share proposals, one‑pagers, or contracts as PDFs
• You need identity and page‑level engagement
• You plan to update documents without breaking links

Step-by-step

1. Add your PDF to Send
2. Configure gates and permissions
3. Add Suggested Questions and share

Why this is faster with Send

• AI Chat answers instantly and reduces back‑and‑forth
• Suggested Questions direct attention to decisions
• Analytics show opens, identity, device, location, time viewed, and PDF page‑time

What good looks like (QA checklist)

• Gate on for unknown audiences
• Suggested Questions highlight pricing and next steps
• Replace file used for updates to keep one URL

Troubleshooting & tips

• No opens recorded? Ensure the Send link was shared
• Need to iterate? Replace the file under the same link
• Known recipients? Use personalized links

Integrations & automation (webhooks)

• Fire open events to Clay, Zapier, or Make to update CRM and alert owners

Privacy/controls

• Require name, email, or phone
• Disable download/print when needed
• Replace files without changing the link

FAQ

• Can I see which pages were read?
• Can I track forwards?
• Can I keep the same URL after updates?