Track when shared Word documents are opened (and by whom)

Share your .docx through Send to see opens and identify viewers. Add AI chat to handle questions and Suggested Questions to guide next steps.

When this is useful

• You send proposals or policies as Word docs
• You need identity and timing for follow‑ups
• You want to prevent downloads

Step-by-step

1. Add your Word doc 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 focus attention on decisions
• Analytics show opens, identity, device, location, time, and AI questions

What good looks like (QA checklist)

• Gate on for unknown audiences
• Download/print disabled for sensitive docs
• Replace file for updates to keep one URL

Troubleshooting & tips

• No opens? Ensure the Send link was used
• Wrong version? Replace the file under the same link
• Known recipients? Use personalized links

Integrations & automation (webhooks)

• Fire open events to Clay, Zapier, or Make for CRM updates and alerts

Privacy/controls

• Require name, email, or phone
• Disable downloading and printing
• Replace files without changing the link

FAQ

• Can I track forwards?
• Can I keep the same URL after updates?
• What analytics do I get?