Conga Product Documentation

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Track a Collaborate Document

Tracking Report statistics are available once your recipients interact with the document. To view the tracking report, take the following steps:

  1. From your document, go to Next Steps on the right side of your screen and click View > Tracking.
  2. Click the View Full Report button to see who viewed the document and where they spent their time.

Look for Text and Email Notifications as prospects open and engage with your documents. Notifications are based on each user's notification preferences as configured in their User Profile.