The DocSend Dashboard offers a high-level overview of visit activity across your account, giving you a quick look into recent visits, most engaged contacts, and recently active links. For best practices, check out our blog post and dedicated analytics page.
Filters
You can filter up to five rows of data across the Recent Visits and Most Engaged Contacts sections using the following filters:
- Filter by Content: Search for visits associated to specific team folder content.
- My Visits: These are visits to any links you created. You will be the only one with access to this view.
- All Visits (available on Standard and Advanced): Also known as team visits, these are visits to links created by other users housed under a Team folder. Only admins and account owners on the Standard or Advanced plan can see team visits.
- Date Range: View visits from the last 30, 14, or 7 days.
Columns
Clicking on any of the columns will organize the corresponding data in either ascending or descending order.
- Time Spent: See who spends the most or least amount of time on your documents.
- Time Ago: See who most recently visited your document.
- Visits: see who visits your content the most (or the least).
- Docs: see who accesses the most document (or least).
Recent Visits
Depending on your plan type and user role, the Recent Visits section populates up to 5 rows of personal and team wide visits across the entire account. This section includes information about the visitor, content, associated account, the visit date, and updates every hour.
In this section, you can:
- Filter between My Visits and All Visits.
- Sort through most recent visits and time spent on each of those visits.
- Click on the visitor’s name to see more detailed information on the visit.
- Click on the account name to go to the visitor’s account detail page.
- Click on the document name to go to the document detail page.
- See when the visit occurred.