Managing Document Views in Papermark

Understanding how to manage document views is essential for maintaining a clean and organized Papermark dashboard. This guide explains view management features and best practices.

Understanding Document Views

Document views in Papermark show:

• Visitor information and email
• Visit duration
• Document completion rate
• Last viewed timestamp
• Various activity indicators (downloads, agreements, etc.)

View Limitations

Free Plan

• Limited to 20 most recent views
• Older views are automatically archived
• Basic view information only

Pro Plan

• Full view history
• Detailed visitor analytics
• Advanced filtering options

Managing Views

Viewing History

1. Navigate to your document dashboard
2. Open the "Visitors" tab
3. View the comprehensive table showing all visits
4. Use pagination to navigate through view history

Hidden Views

When your document exceeds 20 views on the free plan:

• Older views become hidden
• A notification appears indicating hidden views
• Hidden views appear blurred in the interface
• Upgrade to Pro to access full history

View Details

Each view entry shows:

• Visitor avatar and email
• Verification status icons
• Visit duration
• Completion gauge
• Last viewed timestamp

Advanced View Information

Click the expand arrow to see:

• Document version information
• Page-by-page analytics
• User agent details (Pro plan)
• Visit timeline

Best Practices

1. Regular Maintenance

   • Review views periodically
   • Monitor unusual access patterns
   • Track completion rates

2. View Organization

   • Use filters to sort views
   • Monitor verified vs unverified visitors
   • Track internal and external views

3. Analytics Usage

   • Monitor completion rates
   • Track download patterns
   • Review feedback responses

Plan Considerations

Consider upgrading to Pro if you need:

• Complete view history
• Advanced analytics
• User agent information
• Extended data retention

Upgrade Plan

Conclusion

Effective view management helps maintain document security and provides valuable insights into document engagement. Regular monitoring and proper plan selection ensure you have access to the view data you need.