Share and Track Pursuit documents

Instead of submitting Pursuit documents to your prospective client as an email attachment, you can create tracked sharing links with “Share & Track” that lets your clients view the document(s) you’ve shared with them in their web browser, while QorusDocs keeps track of and notifies you when the file is first accessed and provides valuable insights into how much time your client is spending on each page or slide you’ve shared with them.

In this article, you'll learn how to use Share and Track to share Pursuit related documents:

1. From within the Pursuit workspace
2. From the Search

1. From within the Pursuit workspace

You can share a file from within a Pursuit workspace.

Navigate to the left nav of your QorusDocs hub, click on “Pursuits”, and select a Pursuit Type, for example “Proactive Proposal”. Then, browse and click on the Pursuit name you are looking for, for e.g., “Creative Idea Proposal”.

In your Pursuit workspace, navigate to the Contents tab. Locate and select the content that you want to share, and click on the ‘More’ button.

Then, click on “Share and Track”.

In the next window, you confirm that you are sharing the file within the right Pursuit workspace and click "Create Share”.

This generates a share and track link which you can copy in the next window:

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2. From the Search

Alternatively, you can choose to share and track a file from the Search.

In the left nav of your QorusDocs hub, click on “Search”. Browse through your content libraries and select the file you want to share and track. Then click on the “more” button.

In the “more” menu, click on share and track:

You can pick a Pursuit from the list of the ten most recently created Pursuits in your hub:

Once you have chosen the Pursuit, click on “Create share”

However, if the Pursuit you want to choose is not in the dropdown list, you can click the ‘Search for Pursuit’ button.

A new window will pop up on your screen, where you can select the Pursuit Type:

In the results, you can browse through the list of Pursuits that belong to that Pursuit type. Clicking on the Pursuit title will provide you with information about the pursuit.

Click on the checkbox on the right of the Pursuit title then click “Select”.

Now that you have searched and selected the right Pursuit workspace to share the link to the file, click on the ‘Create Share’ button.

This generates a share and track link which you can copy in the next window:

Next, click here to see how you can view your Share and Track insights.

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