See who read your document

View analytics show you who opened a document you shared, when they opened it, and how far they read, from real view records. Click any document to open its detail page. That page is where you manage the file, share links, read the insights, and track people. From the moment you send a link, everything lands here: whether it was opened, which pages held attention, repeat visits, referrers, and the contact details people left.

What you can do here

• Follow up at the right moment. See whether someone opened the document and which pages they lingered on.
• Prioritize by interest. Hot, Warm, and Cold grades tell you who to reach first.
• Compare channels. Break performance down by link and by referrer to see what lands.
• Move contacts into your CRM. Send form submissions to Notion, Google Sheets, or Zapier, or download them as CSV.

This guide calls the people who open your document viewers. Some labels in the English dashboard still use older wording, so here is the mapping:

Guide term            On-screen label (English dashboard)
Viewers tab           Visitors
Recipients sub-tab    Dedicated link visitors
All viewers section   All visitors
Viewers metric card   Visitors
Same viewer toggle    Same visitor
Load error            "Couldn't load visitors."  /  Try again
Search box            Search name, email, or field

Tabs on the document detail page

Open a document and you get four tabs: Content, Share, Insights, and Viewers. A Guide tab sits on its own at the far right of the tab row, once per account — click its X and confirm, and it stops appearing on every document for that account in this browser.

View data lives in two of these tabs: Insights and Viewers.

Tab	What it does
Content	Add videos and links, swap in a new version, preview pages. No view data here.
Share	Create links for each purpose and manage per-link share settings.
Insights	Document-wide metrics, filters, and charts. The all-viewers list sits at the bottom.
Viewers	Per-person lists. Three sub-tabs: Contacts, Recipients, Interest changes.
Guide	Usage tips at the far right of the tab row. Once per account — close it with X and confirm, and it is gone on other documents too.

Each tab maps to a deep-link parameter that kept its older name: Content ?tab=document, Share ?tab=share, Insights ?tab=performance, Viewers ?tab=leadform. An old ?tab=leadform&vtab=all URL now redirects to the Insights tab, where the all-viewers list lives.

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Header buttons — Preview, Copy General share link, Bookmark, More

These sit at the top of the detail page, above the tabs.

• Preview opens the document in a new tab through the web viewer, using a personal link tied to your account. It mirrors the quick link you set, so an info-required quick link shows the form gate in the preview too.
• Copy General share link copies the link you hand to viewers. The button is named after whatever it copies — set a different quick link on the Share tab and it reads Copy {link name}.
• Bookmark adds or removes the document from your sidebar bookmarks.
• Add tag tags the document from under its title, up to 20 characters.
• More (⋮) opens Share, Edit, Duplicate, Move, and Delete.

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Content tab — add videos and links, swap versions

The Content tab manages the file itself. Its own subtitle reads “Add videos and links or swap in a new version — your shared link stays the same.” There is no view data here, so go to Insights or Viewers for that.

• Manage versions, the ver. {upload date} chip, uploads a new version or manages older ones. Links you already shared keep working, so you never resend them. See Update a document.
• Add video or link goes to the editor, where you layer videos, scheduled links, and embeds onto pages. See Add motion effects.
• Page Previews scrolls pages horizontally; click one to enlarge it.
• Source file appears for documents uploaded from PowerPoint, Figma, or Express, and downloads the original.

Members without edit rights see the upload details instead of the version chip and Add video or link. If an admin disabled a feature, the dialog explains that the feature is restricted and to contact an admin.

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Share tab — create the right link for each purpose

The Share tab subtitle reads “Create the right link for each purpose and track views by link.” There are four link types, followed by an Integrations section.

Link	What the viewer gets
General share link	Anyone can open the document right away, with no information required.
Info-required link	Only people who submit their name, email, or other details can open it.
AI-public link	A public link you post on a site or blog so AI search can surface it. One per document, and no form can be attached.
Per-recipient links	One link per recipient. Starter 3, Pro 10, Business and Enterprise unlimited.
Integrations: External form integration	Connects details collected on your own form to this document’s view data. Business and above.

Click share settings on a link row to open the {link name} Share Settings dialog. Every setting is stored per link.

Setting	Scope
Viewer Type (For Presentation / For Report)	Per link
Lead form settings › Open	Per document, shown on the info-required link only
Communication and Channel to show for this document	Per link
PDF Download	Per link, Pro and above
View Notification	Per link
Viewing Period Settings (7 days, 1 month, or a date)	Per link, Pro and above
Email allow list	That link only, never inherited
Password	That link only, never inherited
Disable this link now	Blocks that one link and leaves the others alone
Link deletion	Per-recipient links only; the other links are issued automatically
Disable this document’s link now	Bottom of the dialog, blocks every link on the document

Per-link settings are never inherited. Blocking downloads on one link leaves every other link untouched, so re-check the settings whenever you create a link. Disabling or deleting a link keeps the analytics already collected.

For the full walkthrough see Share with a link, and for building a form see Set up a lead form.

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Views vs. viewers vs. stay time — what each number counts

These three trip people up most often. Views count openings, the viewer count counts people, and stay time measures one reading session. If one person opens the document three times, Views is 3 and the viewer count is 1.

Metric	Counted per	One person opening 3 times
Views	Each view (session)	3
Viewers	Each person	1
Average Stay Time	Average across views	Average of all 3
Average Completion	Average across views	Average of all 3
Revisit Ratio	Share of people who opened more than once	Counted as a revisitor

Only the viewer count is per person. Average Completion and Average Stay Time average across views, so a frequent viewer’s sessions land in the average several times. One viewer with an average that looks odd is almost always this.

Stay time appears as mm:ss, and the stay time cell is that person’s cumulative total. While someone is still reading, a Viewing badge replaces their interest grade. The final grade appears once they finish.

Viewing is judged across the whole document, not per link, so you cannot isolate “reading on this one link right now”. If a browser closes without sending an end signal, the status is re-evaluated every 30 seconds, so nobody stays stuck on Viewing.

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Insights tab — document-wide performance

The Insights tab opens with a filter bar, then five metric cards. Next come Page Statistics and Top pages insights, then the four Devices, Sources, region, and top-viewer cards. The all-viewers list is at the very bottom.

Insights filter bar with All filters, Sharer, Version, period, and Refresh

The five metric cards

Metric	Meaning
Views	How many times the document was opened in the period.
Viewers	How many distinct people opened it, using the same-viewer grouping.
Average Completion	How much of the document people read on average, pages read divided by total pages.
Revisit Ratio	Share of people who opened the document more than once.
Average Stay Time	Average time spent per opening, as mm:ss.

Views, Visitors, and Revisit Ratio carry an ⓘ next to the label; hover it to see how that card counts. Average Completion and Average Stay Time have none. If the data fails to load, a grey — takes the place of the number and hovering it explains that it couldn’t load.

Page Statistics

Page Statistics charts how much of each page people read. Its subtitle reads “Detailed page statistics for all visitors”, and the segmented control above the chart switches between Average Stay Time and Views.

Top pages insights

Top pages insights shows which pages held attention longest and where people dropped off. Narrow it by interest grade and by behavior type.

Top pages insights, the pages people spent the most time on

Environment and referrer cards

Devices, Sources, region, and top viewer cards

The Devices card switches between Device, Browser, and OS. The region card switches between Countries and Cities. The Sources card rolls values up by domain, buckets empty values under a lowercase direct, and its dropdown switches the axis between Referrer, utm_source, utm_medium, utm_campaign, utm_content, and utm_term. The last card ranks the people with the most views.

The all-viewers list is at the bottom of the Insights tab

That list is no longer a sub-tab under Viewers. It is the last section of the Insights tab, and the filters above it apply to it. So it answers “who matches these conditions?” directly. To see everyone with no conditions, use the tab link in that section’s subtitle.

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Insight filters — period, sharer, version, share link, referrer, device, OS, browser, country, parameter

You can filter on ten axes. The period defaults to All when you arrive.

Axis	Values
Period	Last 7 Days, Last 30 Days, All, plus Custom range
Sharer	Only data from links a specific member shared — shown to the owner and to editors only
Version	Only data for one version
Share Link	Only the links that exist on this document
Referrer	Which site people came from; no value reads Direct
Device, OS, Browser, Country	Access environment
Parameter	Query parameter names and values you attached to a link, such as utm tags (last row of the panel)

No plan gates the Sharer axis. It appears in the filter bar when you are looking at the document as its owner or with can edit, and it is absent for anyone with can view. Your plan has nothing to do with it. For the permission levels themselves, see Understand access permissions.

Open the filter panel

Click All filters in the filter bar. Period, Sharer, and Version change straight from the bar, and Refresh reloads the latest data.

Pick your conditions

Select values on the axes you care about. Combining axes keeps only the views that match all of them.

Undo when you need to

Click Reset Filters inside the panel. With nothing to undo the button dims and reads “No filters to reset”.

Reset Filters leaves Sharer and Version alone. Those two decide what you are looking at, so clearing them would move you somewhere else. Only referrer, share link, parameter, device, OS, browser, and country are cleared. The button is always visible inside the panel. In the main filter bar it appears with a count only when there is something to undo.

On the Share tab, click Analytics on a link row to jump to Insights with that link’s filter applied. The Insights and Viewers tabs share the same link filter, so both narrow at once.

Starter locks the period buttons and some filters. Hovering a locked control explains that period filters, version filters, and per-link filters need Pro or above.

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Viewers tab — Contacts, Recipients, Interest changes

The Viewers tab lists people, not sessions. It has three sub-tabs and opens on Contacts. Contacts and Recipients always show a count; Interest changes shows a number only when there are changes, and that number turns into a blue badge while any of them are unreviewed.

Sub-tab	Who is in it	Deep link
Contacts (default)	People who submitted details through the lead form or an external form	?tab=leadform&vtab=leads
Recipients	People identified by a per-recipient link	?tab=leadform&vtab=subLink
Interest changes	People whose interest grade changed recently	?tab=leadform&vtab=changes

The all-viewers list is not a sub-tab here. It moved to the bottom of the Insights tab, and old ?tab=leadform&vtab=all links redirect there.

Column order

The Contacts table runs Interest (pinned), then one column per form field, then Views, AI summary and AI interest, then Referrer, Stay time, and Submitted at.

The Recipients table and the all-viewers section run Interest, Share link, Views, AI summary and AI interest, Pages of interest (all-viewers only), Referrer, Stay time, Location (all-viewers only), and Last viewed.

Click a header to sort ascending or descending, and hover a cell to reveal a copy icon. Views appears only with the same-viewer toggle on, and the two AI columns only with AI interest on.

The two toggles

On Contacts and Recipients they sit at the right end of the sub-tab row, each with an ⓘ. Interest changes shows neither the toggles nor the toolbar.

• Same viewer (on by default) collapses one person’s views into a single row and shows only their latest submission. See How people are grouped for the rules.
• AI interest (off by default) has the AI read each person’s pages of interest and reading behavior to produce an insight for outreach. It covers everyone except anonymous viewers who arrived on a general share link. People on per-recipient links and info-required links are included. Turning it on starts a batch run and shows a progress counter such as 3/8. The toggle is per document, it spends AI credits, and anyone already analyzed is not charged again.

When you flip the toggle on, the dialog says how many identified people will be analyzed, or that there is nobody new to analyze. A batch can take a few minutes, depending on how many pages the document has.

AI interest and the Interest grade are different values. The Hot, Warm, and Cold grade is always shown and always free. When someone’s grade changes, their AI summary is regenerated automatically, so the summary never lags behind the grade.

Choose which columns appear — Customize columns

Click Customize columns in the toolbar, to the left of the expand button, to open the List columns panel. When a list has no rows, the toolbar is replaced by an empty state and the button isn’t there. You decide which fields appear and in what order.

• Show or hide — tick a column to show it, untick it to hide it. The last visible column can’t be turned off, because the table would be empty.
• Reorder — drag a row by the handle on its left and the table column moves with it.
• Reset to default — the button at the top right of the panel restores the original layout.

The panel opens on the contact and recipient tables and on the All visitors section in the Insights tab. Each of the three lists keeps its own layout.

Spread information-form fields into columns

The All visitors section in the Insights tab only shows a tag for whether someone submitted their details. Turn on Show lead info columns there — it appears only on documents that have lead form fields — and every field collected through your lead form becomes its own column — including custom fields you built, such as name or company. Adding or renaming a field in the form updates the list, though a deleted field keeps its column while submitted values exist. Lead fields carry a Lead badge in the column panel — not in the table header.

If every visible column is a lead field, Show lead info columns can’t be turned off — the table would be left empty. Show another column first, then turn it off.

Fields that used to be CSV-only

UTM parameters (utm_source, utm_medium, utm_campaign and so on), Completion, Device, browser and CTA clicks used to appear only in the CSV export. You can now show them in the table. They start switched off, so turn on only the ones you read.

Your layout applies to your lists across all documents and devices. It’s saved to your account, so signing in from another computer gives you the same arrangement, and your teammates’ screens don’t change.

This layout affects what you see on screen only. CSV exports contain that table’s full field set in a fixed order — only the contacts table exports lead form fields — and the Notion and Google Sheets integrations follow the fields configured in your lead form. Search and the details in the viewer dialog are unaffected too.

Search and expand

The search box on the left of the toolbar finds people by name, email, or field value, and it searches the full set, not the 200 drawn rows. Expand at the far right widens the table to full screen, and collapse restores it.

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The Referrer column — where each person came from

The Referrer column tells you which site someone came through. It sits immediately before Stay time in the Contacts table, the Recipients table, and the all-viewers section.

• It shows the domain only, with www. stripped, so https://www.linkedin.com/feed/ becomes linkedin.com.
• With no value the cell shows —. The filter panel labels that case Direct, the Insights Sources card buckets it under a lowercase direct, and the home card calls it direct visits.
• The column does not sort. The value shown is the referrer from the most recent view that had one, the same rule parameters use.
• With the same-viewer toggle off you see that one view’s referrer. With it on you see the person’s most recent one.
• For the full URL and the utm values, open the detail dialog or export the CSV.

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The table draws 200 rows at a time

Tables render 200 rows at most. Below the table you see “Showing 200 of N” and Show 200 more, which adds another 200 each click.

• Sorting, search, the count badges, and CSV always run on the full set. The cap limits only what gets drawn.
• Changing tab, search text, sort, the same-viewer toggle, a filter, or the period resets the cap to 200.
• There is no “show everything” option. Drawing thousands of rows freezes the page for seconds, so download the CSV when you need the full set.

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Interest grades (Hot, Warm, Cold) and how they are scored

FeatPaper scores reading behavior from 0 to 100 and maps it to three grades. It is an automatic classification from view data, not feedback anyone gives you.

Grade	Score	Meaning
Hot	50 and above	Long reads, high completion
Warm	25 and above	Middling
Cold	Below 25	Low interest

The score weighs coverage, the share of pages read; depth, time spent and whether a single page was read closely; revisits, how often they came back and what they re-read; and actions, downloads and clicks on links inside the document. Someone who submitted a form and then came back earns a bonus.

Grades use a person’s entire history and are recalculated on every visit. Filtering the view down does not recalculate the badge. If a signed-in viewer uses both a laptop and a phone, their score and view count are combined into one person.

The Interest changes sub-tab

People whose grade changed recently collect in Interest changes. Each row shows an unreviewed dot, the person’s name, the transition such as Warm → Hot, and the time it changed. The ▸ on the right opens their detail. Mark all as seen at the top right clears the dots, and a short toast appears at the bottom of the screen when new changes land.

Open this sub-tab directly with ?tab=leadform&vtab=changes. On Starter, interest changes older than 7 days after upload are not shown. This sub-tab has no integration or download toolbar.

The detail dialog

Click a row to open it.

• Interest changes shows how that person’s grade moved, for example Warm to Hot.
• AI content insight is the AI summary built from their pages of interest. Without one, Generate with AI creates it for that person alone and spends credits.
• Submitted details lists the email, name, or phone number they entered.
• Documents viewed lists what they actually opened, page by page.
• Pages of interest lists the pages they read longest or most often.
• Referrer, parameters, device, browser, and location round out the dialog.

Copy AI summary and Copy AI interest copy those fields verbatim.

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How people are grouped

With the same-viewer toggle on, these count as one person:

• The same email address, ignoring case and surrounding whitespace, across devices.
• The same phone number, compared digits only, so 010-1234-5678 matches 01012345678.
• A record carrying both a signed-in account and a per-recipient link recipient.
• An anonymous view that links to exactly one confirmed identity, which is how views before a form submission get attached.

These stay separate:

• A different email or phone number always means a different person, even on the same computer and browser. This stops a stale cookie on a shared machine from merging two people.
• An anonymous view entangled with two or more identities stays as its own row.
• Anonymous views with no email and no phone number are one row per view.

The on-screen help says the same thing: views that share a session cookie or an email are merged into one group, and anonymous views with neither identifier appear as separate rows.

Your own views of your own document are excluded from the stats. That applies only when an authenticated identity matches the document owner. So anonymous views from other people using links you shared are counted normally. A zero means nobody has opened it yet.

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Integrations and CSV export — Notion, Google Sheets, Zapier

The Viewers tab toolbar has Notion, Sheets, Zapier, Download, and expand. Integrations are configured per document, one set each. There is no per-link integration.

Connect your account

First time round, connect Notion under Settings > Connections. For Google Sheets you point at a spreadsheet from the integration dialog.

Attach it to the document

Click Notion or Sheets in the toolbar and choose the target. A green check appears once it is connected, and realtime sync starts pushing new contacts.

Send what you already have

Export existing contacts pushes everything collected so far, then reports how many succeeded and failed.

Disconnect if you need to

Disconnect this document stops the sync for this document only. Your account connection stays, so other documents keep working.

Notion and Google Sheets send contacts who submitted the lead form only. Recipients and other viewers are not sent, which is why the green connected check appears on the Contacts sub-tab only. Rows are sent per submission, independent of the same-viewer setting on screen.

Slack was removed as a document-level integration. Slack cannot update a message it already posted, so a grade change would arrive as a second message, which is wrong for a data sink. Slack notifications for new views still work at the account level. Manage them under Settings > Connections.

Google Sheets headers are fixed in Korean regardless of your dashboard language. One submission writes exactly one row, and continued reading updates the cumulative cells such as interest, views, and stay time in that same row.

The Zapier button is a read-only view of the Zaps connected to this document and the criteria they send on. The three triggers are new viewer, new recipient view, and new contact. You turn them on or off in Zapier’s own Zap editor. With nothing connected, the dialog says no Zap is linked to this document yet.

Export to CSV

Choose the tab

In the Viewers tab, pick Contacts or Recipients. The all-viewers section on the Insights tab also exports.

Click Download

The Download N button in the toolbar writes a CSV file.

The CSV starts with the on-screen columns, then appends a detail block in this fixed order: Pages of interest 1/2/3, Referrer, utm_source, utm_medium, utm_campaign, utm_content, utm_term. Next come Form submitted, Interest score, Views, Total stay time, Completion, First viewed, and Last viewed. The block ends with Recipient, Access URL, Share link, Device, Browser, and Location.

• Detail-block values are always that person’s totals. A column already carrying the same total on screen is dropped to avoid duplicates.
• Two things are left out on purpose: the document name, since one file is one document and it would be a constant column, and the six interest sub-scores, since the total score covers it.
• Checkbox answers export as Yes or No in the table, the CSV, and the integrations.
• Share link is derived from the address, so a link that is not a per-recipient link falls back to the default name.

The two CSVs use different scopes. The Viewers tab CSV covers everything with no filters applied. The CSV in the Insights all-viewers section applies whatever filters are on screen. If the counts differ, check which screen you exported from.

CSV export requires Pro or above, and Notion, Google Sheets, and Zapier integrations require Business or above. Below those plans the data stays on screen and only exporting and connecting are blocked. Integrations you already connected stay readable and can still be disconnected.

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If visits from your own team are inflating these numbers, register your office IP or company email domain to keep internal views out of your analytics.

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When data is missing or looks wrong

• A couldn’t-load message on the list. A failure is reported as a failure instead of showing zero. Click Try again. Metric cards show a grey — in place of the number, and hovering it explains that it couldn’t load.
• You see another document’s data. This used to happen when you jumped straight to another document from global search or a bookmark. The screen is now rebuilt whenever the document changes.
• The last day of a range is missing. Fixed: the end date now includes that whole day.
• A new view is not on the home screen yet. The home overview is no longer cached, so new views and submissions appear immediately.
• A total looks too low. Documents with very large view histories can report that not all data could be loaded, which means the sum may undercount.

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The 7-day limit on Starter (analytics retention)

On Starter you can read per-person detail for 7 days after upload. After that the counts remain but the detail is hidden, and the period buttons plus the version and share-link filters lock. Clicking a locked control opens the upgrade dialog. Nothing is deleted, so moving to Pro or above makes the older data readable again.

Plan	Per-person detail
Starter	7 days after upload
Pro	No limit
Business	No limit
Enterprise	No limit

• On-screen wording: “Starter shows view data for 7 days after upload. Pro opens up the full period.”
• Hidden data is flagged with notices about contacts and referrer data you have not seen. Clicking one opens the upgrade dialog.
• On Starter, a reminder email or Slack message goes out every 3 days while people remain unreviewed.
• Sample and demo documents are exempt and always show the full period on any plan.
• Interest changes older than 7 days after upload are not shown on Starter.

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Ways to use this

Chase the hot contacts first

Sort by interest in the Viewers tab and start with Hot. The Interest changes sub-tab catches anyone who just became Hot.

Find the channel that lands

Use Analytics on a Share tab row, or All filters > Share Link and Referrer, to compare links and sources.

Swap the version, keep the link

Upload a new version from the Content tab chip. Links you already sent keep working, so there is nothing to resend.

Push contacts to your CRM

Read submissions on the Contacts sub-tab, then send them to Notion, Google Sheets, or Zapier, or export CSV.

Combining features sharpens the answer. Three combinations people reach for most.

Decide which follow-up meeting to book first

• Situation — the same proposal went to three companies, and the replies do not tell you who is actually reviewing it.
• Setup — create one per-recipient link per company on the Share tab (Starter 3, Pro 10, Business and Enterprise unlimited). Click Analytics on each row to land in Insights with that link’s filter applied (per-link filters need Pro or above), and keep the Interest changes sub-tab open alongside.
• What you get — Insights splits by link, so you see who reached which page and when, and anyone moving Warm → Hot collects in that sub-tab. Book follow-ups in the order the interest arrives.

Compare the channels you published the same file on

• Situation — the newsletter, LinkedIn, and your website all carry the same material, and nothing tells you which one worked.
• Setup — add utm parameters to the link you publish on each channel, then split by the Referrer and Parameter axes under All filters. Pull a Download N CSV when you need it written up (Pro and above).
• What you get — views, average completion, and revisit ratio break down per channel, and the CSV carries Referrer and utm_source through utm_term as their own columns.

Write the follow-up around what they actually read

• Situation — one follow-up email goes to everybody, and it keeps missing what each person cares about.
• Setup — click a person in the viewer list and read their Pages of interest, or switch on the AI interest toggle to generate an AI content insight (this spends AI credits, and anyone already analyzed is not charged again).
• What you get — you write knowing which pages held them, and Copy AI summary hands you that text to work from directly.

Attach a PDF to an email and there is no record that it was even opened, which leaves you asking “did you get a chance to look?”. Share a link and whether it was read, the time spent per page, repeat visits, and the referrer are all recorded — so you can decide when to reach out, and about what, without asking.

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Button and shortcut reference

Header

Control	Where	What it does
Preview	Header, right	Opens the web viewer in a new tab through a personal link.
Copy General share link (or Copy {link name} when a quick link is set)	Header, right	Copies whichever link is currently the quick link.
Bookmark	Right of the title	Adds or removes the sidebar bookmark.
Add tag	Under the title	Tags the document, up to 20 characters.
More (⋮)	Header, right	Opens Share, Edit, Duplicate, Move, and Delete.

Content tab

Control	Where	What it does
Manage versions chip	Top of the tab	Opens the version upload and management dialog, for editors.
Add video or link	Next to the chip	Goes to the editor, for editors.
Page Previews (section)	Middle of the tab	Scrolls pages horizontally, and enlarges the one you click.
Source file	Below the previews	Downloads the original PowerPoint, Figma, or other source.

Insights tab

Control	Where	What it does
7 Days / 30 Days / All	Filter bar	Changes the period (All by default), and is locked on Starter.
Last 7 Days / Last 30 Days / All / Custom range	Period row of the All filters panel	The panel spells the presets out in full, and Custom range sets an exact start and end date.
Sharer, Version	Filter bar	Narrows the data to one member or version — Sharer appears for the owner and editors only, and neither is cleared by Reset Filters.
All filters	Filter bar	Opens the ten-axis filter panel.
Reset Filters	Filter panel or filter bar	Clears every axis except Sharer and Version.
Refresh	Filter bar	Reloads the latest data.
Card dropdown	Devices card	Switches between Device, Browser, and OS.
Card dropdown	Sources card	Switches between Referrer, utm_source, utm_medium, utm_campaign, utm_content, and utm_term.
Card dropdown	Region card	Switches between Countries and Cities.
Card dropdown	Top viewer card	Switches the ranking basis, such as Views.

Viewers tab

Control	Where	What it does
Sub-tabs	Top of the list	Switches between Contacts, Recipients, and Interest changes (Contacts by default).
Same viewer	Right of the sub-tab row	Collapses one person’s views into one row, on by default.
AI interest	Right of the sub-tab row	Batch-analyzes eligible people (off by default, set per document, and spends credits).
Mark all as seen	Interest changes, top right	Clears the unreviewed dots.
Search box	Toolbar, left	Finds people by name, email, or field value, across the full set.
Notion, Sheets, Zapier	Toolbar, right	Attaches a document-level integration or reads its status (Business and above).
Download N	Toolbar, right	Exports the list as CSV (Pro and above).
Customize columns	Left of the expand button	Choose which columns appear and in what order.
Expand	Toolbar, far right	Widens the table to full screen.
Show 200 more	Below the table	Renders another 200 rows.
Generate with AI	Detail dialog	Analyzes that one person and spends credits.
Copy AI summary, Copy AI interest	Detail dialog	Copies those fields to the clipboard.

Share tab buttons such as link creation and share settings are covered in Share with a link.

Shortcut: Open My Documents

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Frequently asked questions

Where did the all-viewers list go?

It moved to the bottom of the Insights tab. The Viewers tab now has three sub-tabs only: Contacts, Recipients, and Interest changes. Saved ?tab=leadform&vtab=all URLs redirect to Insights. To see everyone with no conditions, clear the Insights filters and scroll to that section, or click the tab link in its subtitle.

Why does the Viewers tab open on Contacts?

Contacts is the default sub-tab. To land elsewhere, add ?tab=leadform&vtab=subLink for Recipients or ?tab=leadform&vtab=changes for Interest changes.

My Performance tab is gone.

Performance was renamed Insights and rebuilt. Views, the viewer count, and completion are all still there, the filters grew to ten axes, and the all-viewers list was added at the bottom.

My lead form tab is missing. Where do submissions go?

The standalone tab was folded into Viewers. People who submitted the form appear on the Contacts sub-tab, and you build or edit the form itself from the info-required link on the Share tab. See Set up a lead form.

Views and the viewer count disagree. Which one is right?

Both. Views counts how many times the document was opened, and the viewer count counts how many people opened it. One person opening three times gives Views 3 and a viewer count of 1. Average Completion and Average Stay Time average across views, not people, so a frequent viewer weighs in several times.

Why does the Referrer column show only a domain?

That is intentional: the table shows the domain with www. stripped. For the full URL and utm values, open the detail dialog or export the CSV, where Referrer and utm_source through utm_term are separate columns. With no value you see — in the table and Direct in the filter.

Why can't I sort by referrer?

The Referrer column does not support sorting. To isolate one source, use All filters > Referrer on the Insights tab.

Only 200 rows show up. How do I see the rest?

Tables draw 200 rows at a time for speed. Show 200 more adds another 200, and “Showing 200 of N” tells you the real total. Sorting, search, counts, and CSV always use the full set, so no number is wrong. For everything at once, export the CSV.

How do I export the viewer list to CSV?

Open the Viewers tab, pick Contacts or Recipients, and click Download N in the toolbar. The all-viewers section on the Insights tab exports too, with one difference in scope: the Viewers tab CSV ignores filters, while the Insights section CSV applies them. CSV export requires Pro or above.

Slack no longer appears in the integration menu.

Document-level Slack sync was removed. Slack cannot update a message it already posted, so an interest-grade change would arrive as a duplicate, which is unsuitable for storing data. The document-level channels are Notion, Google Sheets, and Zapier. Slack notifications for new views are unaffected; set them up per account under Settings > Connections.

I connected an integration but the green check only shows on Contacts.

That is correct. Notion and Google Sheets send only contacts who submitted the lead form, so the connected state shows on the Contacts sub-tab. Recipients and other viewers are never sent.

CSV export is blocked for me.

CSV export requires Pro or above. On Starter you can keep reading everything on screen but cannot write a file. Notion, Google Sheets, and Zapier integrations require Business or above.

What is the same-viewer grouping?

It collapses one person’s views into a single row, on by default. The same email, ignoring case and whitespace, or the same phone number, digits only, is one person across devices, and only their latest submission is shown. Turn it off and each view becomes its own row. A different email or phone number is never merged, even on the same computer.

If the same person opens on a laptop and a phone, is that two people?

Not if they are identified. The same email or phone number counts as one person across devices. Anonymous views with neither identifier stay separate per device and browser. And a different email or phone number is never merged, even on the same computer, which stops a stale cookie on a shared machine from merging two people.

How is the interest grade calculated?

Coverage, reading depth, revisits, and actions such as downloads and in-document link clicks produce a 0 to 100 score. 50 and above is Hot, 25 and above is Warm, and below that is Cold. It uses the person’s entire history and recalculates on every visit.

Where do I see who changed interest grade?

The Interest changes sub-tab collects them. A blue badge marks changes you have not reviewed, and a short toast appears when new ones land. Mark all as seen at the top right clears the dots, and ?tab=leadform&vtab=changes opens the sub-tab directly.

Someone gave me their email but shows as Cold. Is that right?

Yes. The grade comes from reading activity, not from submitting a form. Submitting and then barely reading gives a low score, while coming back after submitting earns a bonus.

When does the Viewing badge go away?

It becomes the final interest grade once the person stops reading. If the browser closes without an end signal, the status is re-evaluated every 30 seconds, so it will not stay stuck. Viewing is judged across the whole document, not per link.

Does turning on AI interest cost credits?

Yes. Switching it on starts a batch analysis that spends AI credits. It covers everyone except anonymous viewers on a general share link; per-recipient and info-required link viewers are included. Anyone already analyzed is not charged again, so credits go only to new work. The toggle is per document, and the Hot, Warm, Cold grade itself is always free.

Turning on AI interest takes a while.

Flipping it on analyzes everyone eligible in one batch, which can take a few minutes depending on how many pages the document has. A progress counter such as 3/8 tracks the run, and when it finishes each detail dialog carries an AI content insight. With nobody new to analyze, the dialog says so.

Do my own views show up in the numbers?

No. Views where an authenticated identity matches the document owner are excluded. Anonymous views from other people using links you shared are counted normally, so a zero means nobody has opened it yet.

I get a couldn't-load error on the list.

The data did not load. This used to appear as “0 results”, which was misleading. Now the failure is explicit and a Try again button is offered. If it keeps happening, refresh the page or retry shortly.

If I swap in a new version, does it break links I already sent?

No. Uploading a new version from the Content tab chip keeps every link you already shared. Anyone reopening the old link sees the latest version, so there is nothing to resend. Contact counts are keyed to the original document and are not reset either.

On Starter, is data deleted after 7 days?

No. Starter limits reading per-person detail to 7 days after upload; after that the counts stay and the detail is hidden. Upgrading to Pro or above makes the older data readable again. Sample and demo documents always show the full period.

How do I see only the people who came through one link?

On the Share tab, click Analytics on that link’s row and Insights opens with the link filter applied. Or choose it under All filters > Share Link. The Insights and Viewers tabs share the same link filter.

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Key points

• View data lives in two tabs: Insights for document-wide metrics, filters, and charts, and Viewers for per-person lists.
• The Viewers sub-tabs are Contacts, Recipients, and Interest changes, opening on Contacts. The all-viewers list is the last section of the Insights tab.
• Views counts openings and the viewer count counts people. Completion and stay time average across views, so revisits weigh in more than once.
• Referrer sits before Stay time, shows the domain only, and does not sort.
• Tables draw 200 rows at a time and grow with Show 200 more. Sorting, search, counts, and CSV always use the full set.
• Document-level integrations are Notion, Google Sheets, and Zapier, Business and above. Slack is account-level notifications only, and CSV export needs Pro or above.
• Starter reads per-person detail for 7 days after upload, and no data is deleted.

Learn more

Set up a lead form

Collect an email or phone number before the document opens and turn anonymous viewers into contacts.

Share with a link

General share links, info-required links, and per-recipient links, plus per-link settings.

AI Analytics

How AI summaries and AI interest are generated, and what they cost in credits.

Connections

Manage Slack view notifications and your Notion and Google Sheets accounts.