For further detail on customer and prospect activity in your Room, you view engagement metrics on the Customer Activity screen by clicking on "Account Activity"
On this screen you can see all of the customers and prospects (grouped by domain) who have access to your Room, the email addresses of the users who have logged in, how many documents they have downloaded, and the date of their last activity.
You can also track customer and prospect access status in order to see where they are in the invite process on the Contact Permissions screen by clicking "Contact Permissions"
On this screen, you can see the email addresses of users you’ve invited to your room, the state of their Non-Disclosure Agreement, and their Access Status.
In Aptible Comply, there are three Access Statuses assigned to invited users:
Comply Rooms tracks NDAs with two states:
To learn more about bypassing NDAs, click here.
For more information on viewing a customer’s signed NDA click here.
Updated almost 2 years ago