Best Document Tracking Systems for 2025
Best Document Tracking Systems for 2025
Are document tracking systems what you are looking for? Let's find out the best product currently available!
Since a strange crackling sound produced your internet connection before you could go online and "browse the web", the internet progressed significantly.
Documents are one of the important things that early Internet users left behind. They still have the same look and feel as something you would have typed in the nineties with a dull word processor and adding plain text and still images that don't seem to stay where you want them to be.
But more importantly, you still can't make informed decisions about it. There is no way to check if the materials you distributed to your colleagues were opened at all. There's no way to tell if viewers like the things you've presented. There is no way to find them. Sigh...
What makes document tracking important?
Many organizations are trying to maximize their online presence because doing business today always involves the presence of social media. All types of data are required by companies.
You can edit what doesn't work and what is by having a wealth of useful data about your customers, prospects, customers, investors, and even competitors.
This explains why companies have practically tracked all of their actions online. Advanced analytics are used by companies and professionals to examine how their work is understood and determine what they are doing right or wrong.
Professionals use a wide range of analytical tools to monitor and evaluate every part of their business, including websites, blogs, social media accounts, emails, videos, and audio files, but what about your documents? Why are documents exposed to items? It's surprising that document analytics sounds like a distant dream because the majority of our work involves document creation and distribution.
It's amazing that we don't have the right tools to measure document engagement. Are you aware of what happened with your document after sharing it? Consider having a document tracking system that provides the following information:
Do they open it?
What time?
They scrolled to what extent before stopping.
How many times have they checked it?
Just consider the value of such specific data. Gaining knowledge of what works and what doesn't, can help your company make smart business decisions in the future. You can take advantage of this important data and gain a competitive advantage over your competitors by analyzing it.
Among the best document tracking software available:
You are already miles ahead of the competition if you are smart enough to look for a document tracking system. All you need now is a document tracking system to guide you in making informed judgments and preventing expensive business mistakes.
You can track your documents using a small number of document tracking systems available. Let's examine what is available today and what document tracking systems you should use:
Bit.ai \ sDocSend \ sAttach.io \ sSaleshandy
Let's examine each of them in more depth so you can choose the best document tracking software for you:
Document Tracking System No. 1: Bit.ai
A cloud-based document collaboration solution called Bit allows teams to produce, organize, and track all company sheets in one place.
Create marketing and sales materials, employee training manuals, meeting notes, proposals, and any other type of workplace document with your team in a Bit workspace. Make your papers more interactive by including anything from the internet that has a URL, such as YouTube videos, spreadsheets, slide sharing, audio files, GIFs, Dropbox files, web articles, and social media posts, as well as text and images.
You can create a traceable link after you are satisfied with your paper and ready to distribute it. Once shared, the trackable link will give you data on how many times they visited, how far people went to it, how long they spent in it, etc.
You can share multiple traceable links with Bit for each recipient or group you want to track. This sets Bit apart from all other document tracking tools available today.
Bit allows you to share your papers instantly, unlike other programs that require you to convert your document to a PDF and then send a link via a third-party tracking service. There is no need to convert it to PDF or other file format. No need to use a third party to distribute a private link. Share the document exactly as it is to receive comprehensive and useful insights!
These are some of the characteristics that make Bit the best choice for producing, distributing and tracking office documents:
Intelligent sharing
Bit enables you to share live trackable documents.
For each recipient or group, you want to track, you can add multiple traceable links in one document. Analyze how your audience responds to your content for more informed follow-ups.
Participant Analytics:
Magic happens here! Real-time insights into user behavior can be collected with your content. Along with other great engagement analytics, users can see who saw their Bit document, how often, how long they stay in it, and how often they return to it.
Real-time warnings
When someone opens your Bit document and provides input, Bit will notify you instantly on the dashboard and via email. As a result, you can respond to the recipient immediately and conduct business more quickly.
Lead collection
Add a lead capture form to your Bit document as a great way to collect lead information. This allows your team to collect information (name, company, job title, email, phone number, etc.) before your audience displays your Bit document.
Password Security
When sharing your BIT documents, you can optionally protect them with a password. This restricts access to them for those to whom you have revealed the password. You can change or disable your password whenever you want.
Better and smarter documents are really easy with Bit. You can track these documents too with a single click of the mouse!
Document Tracking System #2: DocSend
Another document management application geared specifically towards sales and marketing organizations is DocSend. DocSend gives salespeople a comprehensive overview of how potential customers interact with their sales collateral and provides insights into the sales collateral they send.
You'll be able to track when your sales offer is opened and distributed and where leads spend the most of their time thanks to "read" push notifications and page-by-page statistics. Sales teams can do business more effectively and have the right conversation with the right person at the right time thanks to DocSend.
DocSend has the great advantage of allowing users to make changes to their documents even after they are sent. Passwords can be created, access revoked, download rights changed, and documents can be modified to fix spelling errors or other issues.
Document Tracking System #3: Attach.io
Attach is a different document tracking tool available in the market and highly targeted sales and marketing requirements. In order to know when to follow them and customize your presentation for optimal impact, Attach allows you to analyze how your audience interacts with your material.
When accessing any of their files, including PDFs, Word documents, PowerPoint presentations, and others, users may notice it in real-time. Information about how often an attachment is accessed, who opened it, what sites the recipient visited within the email, which links were clicked, etc.
When their documents are not opened, sales representatives can also be notified, allowing them to follow up with potential customers and ask or remind them to take action. Data transfer about viewer interaction and information can now be attached to Salesforce CRM thanks to a new interface with Salesforce.
Document Tracking Tool No. 4: SalesHandy
With features like email tracking, email scheduling, mail merge campaigns with automatic follow-up, link tracking, and in-depth engagement data for possibilities, SalesHandy is a sales engagement platform. SalesHandy offers document/email attachment monitoring capabilities as well as email tracking.
SalesHandy is a useful tool for salespeople looking to craft their sales propositions and increase conversions. It includes features like real-time notifications when someone opens your document, tracking the exact location where a potential customer opened your document, password protection, setting expiration dates, knowing which documents are performing best, and much more.
Similar to Attach, SalesHandy also sends a notification if the recipient does not open the document within a predetermined time frame.
Conclusion
Every day, five billion email attachments are received, yet there has never been a way for a sender to know if the recipient has seen or opened the attachment. Knowing who opened your shared cards, when they were opened, how far they scrolled, or how long they spent watching them can be a game changer.
Your understanding of document tracking insights helps you:
Whether they read what you sent to the client, the prospect, the investor, or your team.
Whether you need to improve the sharing of your materials.
Copy effective content across audiences.
How to follow up with a lead.
When you have to contact the customer again.
Better and smarter documents can be easily created with Bit. You can track these sheets too with a single click of the mouse! Tracking documents has never been so simple. Happy tracking to all! Why isn't the company looking for a great document tracking tool with a lot to earn?