Recipient Tracking Across Every Data Room
See everyone you've shared with in one place: the data rooms, files, NDAs and signatures each person has, what they've opened, and when they last accessed it.
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Data Rooms
Shared Files
Publish
NDA's
Signing
Recipients
Everyone you've shared with: what they've received, opened and signed.
Total recipients
48-
-
New recipients
6+50%
Last 7 Days - from 4
Recipient signatures
12+20%
Documents and NDA's - from 10
All recipients48
Search by email
Recipient
Shared files
PR
Priya Raman
priya@example.com
1010
11/05/2026
ED
Elise Dubois
elise@example.com
2311
11/04/2026
MO
Marcus Owens
marcus@example.com
1210
11/03/2026
SC
Sarah Chen
sarah@example.com
3012
10/29/2026
RK
Richard Kemp
richard@example.com
1401
10/21/2026
New recipient
PR
Priya Raman
Added to Series B - Diligence
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Quick Answer
Why teams track recipients, not just documents
Most tracking starts from the document: open a data room and see who viewed it. That works when you run one room.
Once you share across several data rooms, send files on their own, and collect NDAs and signatures, the same investor or buyer is spread across all of them.
The Recipients view flips it around. Pick a person and see everything you've shared with them, what they've opened and what they still haven't signed, then share a file, send an NDA or request a signature from their profile.
All Recipients
Every Recipient, Every Share, One List
Everyone you've shared with across data rooms, shared files, NDAs and signing, with what each person has received and when they last accessed it.
- Total recipients, new recipients in the last 7 days, and recipient signatures across documents and NDAs at the top of the page.
- Each recipient's count of data rooms, shared files, NDAs and signatures in a single row.
- Last accessed date for every recipient, so you can see who has gone quiet.
- Search by email to find an investor, buyer or client in seconds.
- Export every recipient and their metrics to CSV.
All recipients48
recipients.csv
Downloaded
Search by email
Recipient
Shared files
ED
Elise Dubois
elise@example.com
2311
11/04/2026
MO
Marcus Owens
marcus@example.com
1210
11/03/2026
SC
Sarah Chen
sarah@example.com
3012
10/29/2026
RK
Richard Kemp
richard@example.com
1401
10/21/2026
JT
James Tan
james@example.com
1000
10/16/2026
Showing 1 to 5 of 48
12
Recipient Profiles
Everything You've Shared With One Person
Open a recipient to see every data room, shared file, NDA and signed document they have from you, in one profile.
- Data rooms they've been added to, secure shared files, NDAs accepted, and documents signed against documents sent.
- Separate tabs for Data Rooms, Shared Files, NDAs and Signed Docs.
- Each item shows views, downloads, the date it was shared and whether they've opened it yet.
- Spot anyone who hasn't opened a data room or accepted an NDA before your next follow-up.
ED
Elise Dubois
elise@example.com
Data Rooms
2
2 added to
Secure Shared Files
3
3 shared
NDA's Accepted
1
1 signed
Documents Signed
1/2
2 sent
Shared with Elise
Data Rooms2
Shared Files3
Series B - Diligence
Shared by you
1434
11/02/2026
Board Pack Q3
Shared by you
002
11/04/2026
Recipient Actions
Share, Send an NDA or Request a Signature
Act on the person, not the file. Start a share, an NDA or a signature request straight from their profile.
- Share a file with the recipient from Google Drive or Dropbox.
- Send them an NDA to accept with one click.
- Request their signature on a contract, term sheet or SAFE.
- No uploading: files stay in the Google Drive or Dropbox folder they already live in.
MO
Marcus Owens
marcus@example.com
Share a file
Send NDARequest signatureGoogle DriveMy Drive / Series B
Search Google Drive
Financials
Modified Oct 30
Series B Pitch Deck.pdf
Modified Nov 2
Select
Cap Table 2026.xlsx
Modified Oct 28
Product Overview 2027.pptx
Modified Oct 21
Viewership Metrics
Drill Down Into Any Data Room or File
Select a data room or file from a recipient's profile to see how everyone with access is engaging with it.
- Engagement percentage for each recipient and for all recipients combined.
- NDA acceptances, views and downloads per recipient.
- Time-stamped activity for each person.
- Download the metrics for that data room or file to CSV.
- Go further with page-by-page tracking on every document.
Take a Tour
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We used Orangedox to host our data room for our mergers and acquisitions .. it provided easy access for our clients and reduced the number of steps needed to create and share the data rooms.
Jim Yerxa
President, Atlantic Mergers
Frequently asked questions
Your questions answered.
Recipient tracking shows your sharing activity by person rather than by document. In Orangedox, the Recipients view lists everyone you've shared with and what each person has received, opened and signed across your data rooms, shared files, NDAs and signature requests.
Data room metrics show who engaged with one room. The Recipients view shows one person across every room, shared file, NDA and signature request. If you only run one data room, its metrics cover it. If you run several rooms or use NDAs and signing alongside them, Recipients shows the full picture for each person.
Yes. Each data room and file in a recipient's profile shows whether they have opened it, along with their views, downloads and the date it was shared.
Yes. Each profile has Share a file, Send NDA and Request signature buttons, so you can act on that person without opening a data room first. NDA gating is available on the Business and Teams plans, and document signing on the Teams plan.
Yes. You can download all recipients and their metrics from the Recipients list, and download the viewership metrics for any single data room or file from its metrics panel.
Yes. It covers data rooms, secure shared files, NDAs and signed documents, each in its own tab on the recipient's profile.
No. You only pay for admins, never for recipients. Recipients who view or download your files don't need a license.
No. Unlike documents shared on Google Drive, Orangedox will never reveal who else you've shared your documents with.
Orangedox can only track files shared using our app, any files previously shared with Google Drive can't be retroactively tracked.
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