How does document tracking work?

When you share an invoice or document through a Documintly link, you receive an in-app notification as soon as the recipient views or downloads it.

Do I get notified for both views and downloads?

Yes. Documintly distinguishes between views and downloads, so you know exactly how a recipient interacted with what you sent.

Where do tracking notifications appear?

They appear in your in-app notification center, marked by the bell icon, so all share activity stays in one place.

Can I control who can access a shared file?

Yes. Sharing happens only through links you create and manage within your private account.

Document tracking

Document & invoice tracking with view alerts

Know the moment your documents and invoices are opened. Share through secure links and get an in-app notification as soon as a recipient views or downloads what you sent.

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Invoice editor

Invoice

#INV-2048

Sent

Billed to

Globe Astral

Due

Jul 30, 2026

DescriptionQtyAmount

Brand identity design1$1,200.00

Landing page build1$2,400.00

Copywriting3$450.00

Total$4,050.00

Globe Astral viewed your invoice

Just now

What you can do

View notifications

Get an in-app alert the instant a recipient opens a shared invoice or document.

Download alerts

Know when someone downloads a file, not just when they view it.

Notification center

See all share activity in one place, with a bell that flags anything new.

Secure share links

Share through controlled links you can manage instead of email attachments.

Right-time follow-ups

Reach out exactly when a client is engaged, so nothing slips through the cracks.

You control access

Sharing only happens through links you create, kept within your private account.

Why it helps

Stop wondering if your invoice was seen
Follow up at the perfect moment
Keep all share activity in one notification center
Share securely with links you control

How it works

1
Share a link
Send an invoice or document through a secure, controlled link.
2
Get notified
Receive an in-app notification the moment it is viewed or downloaded.
3
Follow up
Act on real engagement and follow up at exactly the right time.

Who it's for

Chasing invoices

Know an invoice was opened so your follow-up is informed, not awkward.

Sending proposals

See when a prospect reviews your proposal and reach out while it is top of mind.

Sharing contracts

Confirm the other party actually opened the agreement you sent.

FAQ

Questions about document tracking

Explore more

Invoice generatorBuild invoices with tracking built in.Client managementTie activity back to each client.PDF editorPrepare documents before you share them.

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