Document Tracking 101 with Orangedox

What is Document Tracking?

Document tracking (or file tracking) is the process of monitoring how a shared file is accessed: who views it, when it was opened, how long was spent on each page, and whether it was forwarded or downloaded.

It’s like getting read receipts, but for business-critical files like pitch decks to legal agreements.

Why Track Your Documents?

The most obvious reason, visibility. Knowing if your recipient opened your shared document and how engaged they were. This can help you answer questions like

1. Did your investor actually review your pitch deck?
2. Is your lead actively engaging with your sales proposal?
3. What part of your marketing documents get the most attention?

Who Uses Document Tracking, and Why?

Document tracking is valuable across many industries, especially where information is sensitive, time critical, or high stakes:

1. Investment Bankers Track who’s actively reviewing investor decks, term sheets, and financial models.
2. M&A Professionals Monitor which buyers are engaged during due diligence.
3. Startup Founders Get insights into which VCs are reviewing your fundraising materials and when to follow up.
4. Sales Teams See how sales prospects interact with proposals or contracts and tailor outreach based on real-time insights.

Document Tracking Benefits when using Orangedox

Orangedox makes file tracking seamless, especially for users already working in Google Workspace since it seamlessly integrates with Google Drive. Here’s how it breaks down:

Productivity

Track documents sent right from your Gmail or Google Drive - no need to switch tools or platforms.

Security

Prevent unauthorized access or file sharing. Know exactly who has accessed your file and disable access at any time.

Audit Trails

Record an event log of every document interaction to help understand how your document are being used.

Accountability

Hold recipients accountable. If someone claims they didn’t get the file, you'll know otherwise.

Audit Trails

Get detailed metrics showing:

1. Who accessed your file
2. When they accessed it
3. How long they spent on each page

Perfect for understanding who’s most interested - and who needs a follow-up.

How to Get Started with Document Tracking Using Orangedox

Getting started is simple & here’s how it works:

Step 1: Connect your Google Drive

Go to Orangedox.com, sign up with your Google account. Because Orangedox seamlessly integrates with your Google Drive, there’s no need to upload your documents - they’re already in your Google Drive so you already saved yourself a lot of time.

Step 2: Create a Secure Link

Select your access settings - disable downloading, set up the device level security.

Step 3: Share the Link

Send the link via email or have Orangedox automatically send out the access. The platform starts tracking immediately as soon as the recipient clicks the link.

File sharing without tracking is like sending a letter before the internet existed, leaving you in the dark.

With Orangedox, you get complete transparency and control, all within your existing Google Workspace. Whether you're closing a deal, raising a round, or protecting client files, document tracking is no longer a “nice to have”, it's essential.

Start your 14-day free trial of Orangedox Virtual Data Rooms and see what Orangedox can do for your business, or you can book a free 1-1 demo today.