Email notification settings in Dropbox DocSend

Overview

Get notified about your link activity by setting up email notifications. Simply enable the types of visit notifications you’d like to receive to see visitor engagement in real time. Email notification preferences are configured individually for each user within an account.

Configure Email Notifications

1. Log in to docsend.com. 
2. Click your avatar (profile picture or initials) in the upper-right corner.
3. Click Settings.
4. Click Notifications.
5. Check or uncheck desired notifications.
6. Click Save changes. 

Types of Email Notifications

As Visits Occur

This email notification triggers immediately once a visitor accesses any of your created links.  This will enable you to reach out to your visitor as the visit occurs. The email notification will consist of the following visit information: 

• Visitor Identity: Device used, geolocation.
• Content Viewed: How much of the document the visitor viewed (%)
• Time Spent: Quick snapshot of the time spent on the document. Please note, the visit may still be ongoing so please review the document details in the Content section for more accurate visit information.

When Disabled Links are Opened

This email notification triggers whenever a visitor accesses a disabled link you created.  This is a great way to gauge interest on disabled content. Visitors attempting to access your disabled link will not be able to see the content and will not have any visitor information captured. The email notification includes the following visit details:

• Anonymous visitor
• Document name and link
• Ability re-enable link (see Reenable it here)

As Invites are Accepted

You’ll receive an email anytime your invite is accepted. This notification can help you:

• Manage your Billing settings
• Manage your team members through the User Settings page

As Signatures Occur (Standard, Advanced)

You’ll receive an email notification anytime a visitor signs one of your signable documents. The notification includes the following information:

• Name of the Signer
• Email Address of the Signer
• Document name
• Option to download a copy of signed document

When a Viewer Attempts to Access with an Unauthorized Email (Advanced)

You’ll receive this email notification whenever an unauthorized visitor tries to access your link with Allowed Viewers enabled. By receiving this notification, you can take action either by disabling the link or granting access to unauthorized visitors you trust. For more information on how to enable this feature, visit our help center article, Allowed Viewers. 

The following information will be included in the email notification: 

• Document link and name.
• Option to allow an unauthorized visitor to access the document.
  

As diligence tracker task updates occur

You’ll receive an email notification whenever a task in the diligence tracker is updated, such as, when it’s assigned, completed, or modified, to stay up to date on task progress without checking the tracker manually.

The notification may include:

• Task name and description
• Status updates (e.g., assigned, completed, updated)
• Associated due date
• Link to view the task in the diligence tracker

Diligence tracker tasks due soon summaries

A daily or weekly summary of tasks that are approaching their due date to prioritize upcoming work and ensure tasks are completed on time.

The summary may include:

• List of tasks due soon
• Due dates
• Assigned users
• Links to view and complete tasks

Diligence tracker overdue task summaries

You’ll receive an email summary of tasks that are past their due date to identify and follow up on overdue work.

The summary may include:

• List of overdue tasks
• Original due dates
• Links to review or update tasks

Digest Emails

Daily Digest

This email notification is a daily summary of all visit activity that occurred across your created links. This can help you stay up to date without having to receive multiple email notifications as visits occur. The digest will include:

• Number of visits: The number of cumulative visits received a day
• Average % completion: Cumulative average of how much of the document(s) visitor(s) viewed (%)
• Visit Recap
  • Visitor: Contact accessing the document
  • Content: Name of the document
  • Completion: How much of the document the visitor viewed (%)
  • Duration: Time spent viewing the document

Weekly Team Update Digest

This is a weekly summary of all the visit activity that occurred under the Team Folder. For minimal email notifications, this is an ideal option. The digest will include the following:

• Busiest day: highlights the day(s) out of the week you received the most visits.
• Visit Recap: Included only for members users. This is an outline of visits to your own created links. 
  • Date: The day the visitor visited the document
  • Visitor: Contact accessing the document
  • Content: Name of the document
  • Completion: How much of the document the visitor viewed (%)
  • Duration: Time spent viewing the document
• News from your team
  • Content updates: Existing content that was updated over the past week
  • Most used content: Content with the most links created
  • Most visited content: Content that received the most visits