Send at track .pdf download control

Recipients can click the link to preview the file in a browser window and can download the file if needed. The plug-in does not work if you have RTF set as the default formatting for email messages. To use the plug-in, switch to HTML formatting. Alternatively, you can drag files from folders on your computer and drop them on the message window. Click Yes. Click OK. The fact is, control is often lost once a file has been sent out.

There is no easy way to keep track of it and realistically, it could end up spread much further than you intended. PDF file and document tracking solutions help you to understand the movement of your documents and potentially, whether they are spread beyond your intended audience.

You can get an understanding of whether your documents might have been compromised, and you may even be able to do something about it, particularly if you use it in conjunction with other document security features. There are three primary reasons why you should consider using PDF file and document tracking features:. These days, many documents are transferred electronically to people who need to view them, including documents that are sensitive in nature. Logging the viewing of the document helps you keep track of who has accessed the file can be helpful.

In cases where the file is compromised, you can then trace back to who has seen the file. For senders, it gives them the feeling of control and adds some accountability for those who receive the documents. With some solutions, you can even take back the file after sending.

How will you know? You can then time your follow up to give yourself the best chance of getting a response. So you may have to set up a raft of policies and procedures before you can track PDF use. This does not apply to business users, but it may be a fine point. Plenty of institutions, such as banks, do not, as a matter of policy, allow PDF tracking of documents used internally. Some PDF tracker products cannot be used in those environments. For mobile devices, people are generally completely relaxed about letting others use them, so you may not be tracking what you think.

Users can share their login details with others so you have no idea who you are really tracking. Some systems such as Digify or DocSend automaticaly remove tracking if you let users download or print documents! It is useful to know where is the PDF document is that is being tracked — that can give you a clue if it is being shared with others. Proprietary documents are not misplaced or forwarded to the wrong individuals — you cannot place a value on that.

However, if users can save the document to other file formats or print the document they can remove this. Even if print restrictions have been applied with PDF editing software to prevent printing the print restrictions can be removed with password recovery software.

To sum up: your naming convention depends on your needs. Imagine delaying every link click for up to 2 seconds. That impacts the UX. I feel totally inadequate. Full disclosure, I'm a novice that goes to the Google school of how do I do this for all my instruction. Great set of instructions really clear, unfortunately I just cannot get either a simple ahref link, or button link to a pdf doc download to trigger at all.

Can you think why this may be the case? Other tracking tags work ok. On my site, all my PDFs open in new windows, so I'm not seeing my tags trigger properly. Any suggestions to fix that? However,after creating the event I'm just not seeing any activity in GTM preview mode that indicates that the event I'm watching for is firing. How i do?

How do i do to track a specific page on my website or landing page? Click, scroll etc. Your email address will not be published. Save my name, email, and website in this browser for the next time I comment. Notify me when new comments are added. Using Google Analytics 4? Track other files too! Ask for a dataLayer. Julius Jul 10 Reply You're welcome! Rick Jul 27 Reply I was afraid of that. Thank you for confirming Julius. Gaby Sep 16 Reply Super helpful.

Tim Taylor Oct 1 Reply Thank you so much for this really clear explanation! Wilco Oct 8 Reply I was wondering. Julius Fedorovicius Oct 8 Reply 1. Wilco Oct 8 Reply Hi Julias, 1.

The click text most times has a better name to recognize what has been clicked : 2. Robert Sylvester Nov 27 Reply I feel totally inadequate. Rob B Dec 8 Reply Great set of instructions really clear, unfortunately Julius Dec 8 Reply It can be anything. More information is needed. Bob Jan 23 Reply Great guide.