How do I manage all recipients in Orangedox?

The Recipients app gives you a centralized overview of everyone you've shared files with through Orangedox. You can see who has received your files, what they've accessed, which documents they've signed, and when they last accessed your shared content.

You can also manage individual recipients, share additional files, send NDAs, request signatures, and review the activity of individual shared links.

Viewing Your Recipients

To get started, select the Recipients app from your Orangedox dashboard.

At the top of the app, you'll find a summary of your recipient activity, including:

• Total Recipients: The total number of unique recipients you've shared content with across your Orangedox account.
• New Recipients: The number of new recipients added within the last 7 days.
• Recipient Signatures: The number of signatures collected across your documents and NDAs.

Below the summary, you'll find a list of all your recipients, along with an overview of their shared content and last accessed activity.

You can use the search bar to find a specific recipient by their email address.

Understanding Recipient Activity

Each recipient in the list includes an overview of the links you've shared with them.

You'll be able to see the number of:

• Data Rooms: Data rooms shared with the recipient.
• Shared Files: Individual files shared with the recipient.
• NDAs: NDAs accepted by the recipient.
• Documents Signed: Documents the recipient has signed.

The Last Accessed column shows when the recipient last accessed any of their shared content. If they haven't accessed anything yet, you'll see Not Accessed.

Viewing Individual Recipient Details

Click on any recipient in the list to open their individual profile.

From here, you can review their activity, see all the content you've shared with them, and access additional options for managing that recipient.

You'll also have three available actions:

• Share a File: Share an individual file with the recipient.
• Send an NDA: Send the recipient an NDA to review and accept.
• Request a Signature: Send a document to the recipient for electronic signature.

Reviewing Shared Content and Metrics

Within a recipient's profile, you can see the individual data rooms, shared files, NDAs, and documents for signing that have been shared with them.

Each shared item has its own management menu, allowing you to access detailed engagement information for that specific link.To review its activity:

1. Find the shared item you want to review.
2. Click the three-dot menu on the right side of the item.
3. Select View Metrics.

This opens the detailed activity metrics for that particular shared link, helping you understand how the recipient has interacted with your content.

Managing Individual Shared Links

Each shared item in a recipient's profile also has a three-dot menu with additional management options.

Depending on the type of shared content, you can:

• Resend Access: Resend the recipient's access link.
• Disable: Immediately revoke the recipient's access to the shared link.
• View Metrics: Open the detailed activity metrics for that particular shared link.

Disabling a shared link immediately revokes access to that specific link.

Summary

The Recipients app gives you a single place to view and manage everyone you've shared content with through Orangedox. From tracking recipient activity and reviewing document signatures to sharing additional files and managing existing access links, you can handle your recipient relationships directly from one app.