Product Demo

Data Room Workflow

Build a data room, apply granular access controls, and monitor engagement at the room level.

Analyze data room engagement

Demo segment 6.3.1. Use next/previous to move across this workflow.

Data Room Workflow

Step Walkthrough Notes

Notes loaded from the matching markdown file for this step.

Video walkthrough — View engagement analytics in a Data Room (DocKosha)

This video shows how to open a Data Room and view detailed engagement analytics (views, viewers, revisits, time spent, per‑document activity, etc.).


Step-by-step (what happens in the video)

Step 1 — Start on the feature intro screen

  • The video opens with a title card: “View detailed document engagement analytics in a data room.”
  • The core idea is: you can see which updates/documents were opened, revisited, and read the longest, so you can follow up smarter.

Step 2 — Open the Data Room inside the app

  1. In the left sidebar, click Data Rooms.
  2. Open the room named “Investors Docs.”
  3. You land on the data room home screen, where you can:
    • Upload docs (Upload Document button)
    • Download docs (Download dropdown)
    • Refresh, Share, and access analytics

What you see here (high-level “Engagement Overview” cards):

  • Document views (example shown: 4)
  • Unique viewers (example shown: 2)
  • Revisits (example shown: 2)
  • Time spent (example shown: 15s)

These are quick “at a glance” stats for the whole data room.


Step 3 — Go deeper: open “Detailed Analytics”

  1. On the same Data Room page, find the button Detailed Analytics (top-right area, near Refresh/Share).
  2. Click Detailed Analytics.

The video explicitly calls this out with a tooltip:

“Click Detailed Analytics to drill into engagement metrics for every document in this data room.”


Step 4 — Use the Engagement Overview analytics page

After clicking Detailed Analytics, you’re taken to a page titled Engagement overview.

4.1 — Filters at the top

You can narrow what you’re looking at using:

  • Link context (default shown: All links)
  • Time period (default shown: All time)

There’s also a Refresh button to update the stats.

4.2 — Top metrics (quick summary)

The video shows these example metrics:

  • Document views: 5
  • Unique viewers: 3
  • Revisits: 2
  • Total time spent: 21s
  • Avg time / viewer: 7s

Plain-English meaning:

  • Document views: total number of opens across documents (includes repeat opens).
  • Unique viewers: number of distinct people/devices that viewed.
  • Revisits: how many times viewers came back again after the first view.
  • Total time spent: combined time spent reading across all viewers.
  • Avg time / viewer: average time spent per unique viewer.

Step 5 — Read the summary cards

Below the top metrics, you see two summary boxes:

5.1 — Documents Summary

Shows totals for documents, like:

  • Total document views
  • Unique document viewers
  • Revisits
  • Time spent on documents

5.2 — Data Room Summary

Shows room-level traffic, like:

  • Total room views (example shown: 10)
  • Unique room viewers (example shown: 2)

Interpretation tip:
Room views can be higher than document views because a “room view” can include navigation/browsing, not only opening a document.


Step 6 — Check per-document activity (most actionable part)

Scroll down to Document activity.

This table breaks down engagement per file, with columns like:

  • Views
  • Unique
  • Revisits
  • Downloads
  • Time spent
  • Last viewed

Example rows shown in the video:

  • QBR_Adoption_Report - Q3.pdf (views 2, time spent 9s, last viewed 3 minutes ago)
  • QBR_Adoption_Report - Q2.pdf (views 2, time spent 6s, last viewed 5 minutes ago)
  • QBR_Adoption_Report - Q1.pdf (views 1, time spent 5s, last viewed 14 minutes ago)

How to use this:

  • Sort/scan for documents with high revisits → strong interest.
  • Look for high time spent → deep reading.
  • Look at last viewed → best moment to follow up.

Step 7 — Viewer insights + location signals

Further down, the page shows extra analytics cards:

7.1 — Viewer insights

The video shows Viewer tracking disabled with a note telling you how to enable it:

  • Turn on “Collect emails for analytics” on a link if you want to see who exactly is viewing.
  • Email verification activates automatically (per the message shown).

7.2 — Views by country

A card shows top countries (example shown: United States with a bar and value “14”).

Use case:
Helpful if you share with global audiences and want to understand where engagement is coming from.


What this video is teaching (1-line takeaway)

Start in a Data Room → click “Detailed Analytics” → use filters + per-document table to see who engaged, what they opened, and how deeply they read.

Continue exploring

Move to the next demo workflow or go back to the full list.