The Complete Guide to Tracking PDFs in the Cloud

There is a lot of managerial work involved in organizing PDF files, whether it’s converting them, editing documents, or copying content to and from your files. Even though keeping track of day-to-day PDF processes in a business can seem like a lot of work, it can be very helpful for looking at your company’s efficiency and the bigger picture.

The absence of processes and systems for organizing all PDF documentation makes it difficult to track these tasks. A document tracking system at will help you out if you own a business.

Why you need to start tracking PDF 

Documents at work document tracking will help you save time and provide you with more data for analysis. Within a company, document tracking lets you see:

  • who accessed the PDF file
  • where they came to a stop reading
  • when they shut it down
  • if there is no signature in the file.

Even though these features are useful, the fact that some systems let you track documents from outside your employees is an even better tool. Knowing what’s working is the most important reason for any business to keep track of documents other than those that are shared among employees. You won’t be able to focus on what is working and adjust for what isn’t if you aren’t tracking all of your data.

The majority of businesses monitor every aspect of marketing: website, blog, social media conversions, advertising campaigns, and more. The issue is, a few organizations don’t make identifiable reports, for example, PDFs, digital books, and different sorts of records.

If you make a document with a trackable link, you can see when your target customer opened it, scrolled through it, stopped reading it, and how long they were reading it. This will show you where in your document you need to make changes. Email marketing, for instance, could benefit greatly from this tool!

PDF overview for document management and tracking 

Despite the fact that the majority of documents used in a business are unique and necessitate distinct processes, you can typically narrow down a few workflows to simplify the process. An illustration of a document management workflow is as follows:

  • Make the document. You can begin creating the document once you have determined its purpose. Statuses should appear automatically if the document is shared through your DMS. If you want those insights, you will need to create a trackable link.
  • Examine and approve. You can upload your document to your document management system after creating it. You should be able to delegate it to the individual who would approve it here. You can remove several lengthy emails to sign or approve the document once it has been submitted to the system.
  • Send the final copy. You will be able to upload the final copy to your system for storage and filing once you have received approval for the draft. You can set up an automated procedure to ensure that the document is saved in the right place, depending on the document.
  • Publish and spread. The document is ready to be shared once it has been finalized and stored correctly. With a single button click, you can share within the company.

You will need to publish the document on social media or where it was previously determined if it needs to be shared externally.

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