Articles in this section

What is Insights?

About this article

In this article, we will explain how to view Insights and view get wiser on recipients' activities on your shared documents. 

Sections in this article:

 

Prerequisites 

 
  • This article will refer to the experience you see from your Engage page in the browser. 

 

How to access Insights? 

  1. Go to Manage documents
  2. Go to Sent tab
  3. Click on one of the documents, you wish to see insights for 
  4. In the Insights tab, you can see Insights on this selected document

 

What are the different areas accessible via Insights? 

When accessing this part of Engage, you will be able to access three different areas: 

  • Insights tab will provide you with analytics on your documents such as the number of views, average time spent per page, used devices, location, and much more.  
  • Activity tab will provide you with an overview of the different activities performed on the document.
  • Recipients tab will provide you with the list of the recipients as well as specific options for the individual recipients 

 

Insights.png

 

 

What actions are available with Insights? 

When accessing Insights, you will be able to view the document, edit its settings, download, cancel, republish, or delete the document, as well as sharing it with others.

 

Insight_Optionss.png

 

View document

This will simply open your document, from where you can go through all pages of your document or presentation and view and make comments, post a reply to a comment and search for content. Once you're done viewing your document, you can hit the Done button in the top right corner. 

Insight_View.png

 

More options

The more options menu give access to: 

Insight_More_Options.png

 

Share with others

Share with others allows you to share your document with more recipients after the document has already been shared.

Insight_Share.png

 

Related articles

 

 

 

settings shortcuts sharing documents end_user_role
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.