Accounts overview in Dropbox DocSend

Setting account names when creating links allows you to aggregate contacts and visitor data across content into organized reports for each company or organization.
 

Edit account names (name links)

Typically, account names are the name of the company or organization you’re working with however, your account name doesn’t have to follow this naming convention. The default title will be “Example account” which can be edited at any time.

To edit an account name for an individual link:

1. Click Links.
2. Navigate to the Content or Space link you want to update.
3. Click the settings icon.
4. Type the desired name under Name link.
5. Click Update link.

To edit an account name for all links:

1. Click Accounts.
2. Navigate to the desired account.
3. Click the temporary title at the top.
4. Type your new name. 
   
   

Archive accounts

You can archive old accounts anytime from the Accounts tab.

To archive an account:

1. Click Accounts.
2. Click  (more options).
3. Click Archive account.
   
   

To unarchive an account:

1. Click Accounts.
2. Check Include archived accounts.
3. Click  (more options) next to the account you want to unarchive.
4. Click Unarchive account.

Merge accounts

Merging accounts combines data for both into one account and is permanent.

To merge an account:

1. Click Accounts.
2. Navigate to the account you’d like to merge.
3. Click  (more options).
4. Select Merge into another account.
5. Select the name of the account you’d like to merge.
    

Filtering accounts

• Active or Idle: You’ll be able to filter between active accounts, accounts that have recently received visits, and idle accounts that have not received any visits recently.
• All or Personal: You can also filter between all accounts across all internal DocSend users or just your own personal accounts.  
   

Accounts page layout

On your accounts page, several tabs provide a quick overview of visitor activity, links, Spaces, and file requests.
 

Activity

Displays a comprehensive record of everyone who has accessed links within your account, including both Space and Content links.
 

Links  

Contains all your Content links, Space links, and file request links in one place for easy management.
 

Spaces  

Consolidates all Space links associated with your account, allowing quick access to export visit data or duplicate any Space.
 

File requests  

Lists all your file request links, enabling you to quickly see how many files have been submitted.