Tracking an attachment with Yesware allows you to see who views your file, for how long, and whether they forwarded it. Attachments are inserted as stylized links, and view data appears in the Yesware Activity Feed and Presentation Report, providing insights such as total views, time spent, and viewer names (if requested).
You can choose to:
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Allow recipients to download the file (you won’t have visibility if they share a downloaded copy).
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Request recipients enter their name for more detailed analytics—if someone forwards your email, both viewers can be tracked (unless the second person skips entering a name).
You’ll be notified when someone views the attachment, and you can access a full Presentation Report with engagement stats.
Gmail
To track an attachment in Gmail:
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Click the blue paperclip icon at the bottom of your compose window.
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Select your file.
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If it’s a PDF or PowerPoint, you’ll see two checkboxes:
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Allow recipient to download
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Ask the recipient to enter a name
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Make your selections and click "Continue."
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The attachment will be inserted as a stylized link in the email.
Note: Word Docs, Excel Sheets, and MP4s will skip the checkboxes and be inserted immediately.
After sending:
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You’ll be notified of views via the Yesware Activity Feed at the top of Gmail.
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You can view the Presentation Report from the same feed.
Outlook
To track an attachment in Outlook:
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Open the Yesware Sidebar in your compose window (pinning it is recommended).
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Click the "Insert Tracked Attachment" tab.
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Select your file.
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Two checkboxes will appear:
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Allow file download
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Ask recipient for name for more detailed analytics
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Make your selections and click "Insert Attachment."
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The attachment will appear in your email as a stylized link.
After sending:
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You’ll receive a notification in the Yesware Activity Feed within the Sidebar.
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To access the Presentation Report:
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Go to your Sent folder and open the email.
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Click on the "Message" tab in the Tracking feed.
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Click the linked Presentation Report.
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