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✨ Features Overview

DocTrack brings together everything you need to share documents securely and understand how they're received. Here's a tour of the main areas of the app.


🏠 The Dashboard

When you sign in, the Dashboard gives you an at-a-glance summary of your account — total views, average views per document, average viewing duration, visitor locations, and recent activity.

DocTrack dashboard overview


🗂️ Core Areas

DocTrack is organized into a few main sections, accessible from the navigation menu:

SectionPurpose
🏠 DashboardHigh-level analytics across all your documents.
📄 DocumentsUpload, organize, preview, and share your files.
🗂️ Data RoomsGroup documents into branded, access-controlled spaces.
📊 AnalyticsDeep-dive view, visitor, and engagement metrics.
👥 TeamsCollaborate with colleagues on shared content.
🔗 Shared LinksManage every share link you've created.
📥 File RequestsCollect files from external users via upload links.
🗑️ Recently DeletedRestore items deleted within the last 30 days.
⚙️ SettingsBranding, integrations, retention, billing, and preferences.

🛡️ Security & Protection Features

Every share link and data room can be protected with:

  • 🔐 Password protection — require a passcode to open.
  • Link expiration — automatically revoke access on a chosen date.
  • 👁️ View limits — cap the number of times a document can be opened.
  • 📥 Download control — allow or block downloads.
  • 💧 Dynamic watermarks — overlay viewer details on each page.
  • 📵 Screenshot protection — block screenshots and screen recording.
  • 📧 Email gating — require a verified email before viewing.
  • ✍️ E-signatures — let viewers sign in-document via OpenSign.

📊 Analytics Features

  • 📈 Total views, unique viewers, and average completion rate.
  • ⏱️ Per-page engagement and average view duration.
  • 🌍 Visitor geography and device insight.
  • 🕒 Recent activity timeline and per-visitor session detail.

Continue to Uploading Documents to start sharing your first file. 🚀