Relate Docs beta
When you send a document such as a sales deck, proposal, or a 1-pager, you’d wonder did they look at it or forward it to someone else? if latter, then who did they share the doc with?
Relate Docs — a new product in the Relate platform — answers this question and will also give useful controls if you want to set a password, capture emails, choose how many pages you’ll allow readers to view without giving an email address, allow downloads, update your docs, and more.
We’re launching Relate Docs private beta — available to all Relate users today.
Getting Started with Relate Docs
To harness the full power of Relate Docs, begin by signing up for a new account on the Relate platform. Within the platform, navigate to the 'Documents' section accessed from the main menu.
Here’s what you can do:
Upload your document:
You can upload any PDF document which you want to share. In the upcoming future, we'll be enhancing our capabilities with integrations for DocuSign, Google Drive, and more.
Generate a shareable link:
With your document uploaded, the next step is to generate a unique shareable link. This link allows you to monitor who engages with your document, similar to how document sharing works in Google Docs.
Should you require separate tracking for different recipients or groups, you have the freedom to create multiple shareable links for a single document.
Track engagement:
Once your shareable link is clicked, the recipient views the document using Relate Docs’s PDF browser viewer. While they read or browse through your content, Relate Docs is silently working in the background to track various engagement metrics:
Which slides or pages were viewed, and for how long each was seen.
If and to whom the document was forwarded, as gathered through captured email addresses upon document opening.
By leveraging these features, you gain invaluable insights into how your shared documents are being interacted with, giving you an edge in understanding client engagement and interest.