Sending Files, Open Tracking, & File Analytics

Last updated: August 25, 2026

Attaching and Sending Files

How do I attach and send a file?

  1. Navigate to Messages.

  2. Compose your message.

  3. Select Attach, then File.

  4. Choose whether the file will be locked (protected by a one-time passcode) or unlocked.

  5. Optional: Turn on Tracking & Analytics to see which employees open the file after you send it. Locked files automatically track.

  6. Drag and drop your file, or select it from your device.

  7. Click Done to upload the file.

  8. Send your message with the file attached.

Viewing Open Tracking & File Analytics

How do I view open tracking and file analytics?

  1. Select Files from the left-hand menu.

  2. Click on the file you want to review.

  3. View the file’s analytics, including results for individual employees.

Who can send files and view open tracking and file analytics?

Admin

Full access

Manager

Full access

Employee

No access

Note: Only the sender of the file has access to the file's open tracking and analytics.

When would I want to view open tracking and file analytics?

  • You want to confirm whether an Employee has viewed a file for compliance purposes.

  • You want to review detailed file-viewing analytics across your workforce.