Track PDF opens (views) and prints and see how your PDF documents are being used.
Securely track PDF files – stop document tracking from being removed and know with certainty who is viewing them.
Right-click on your PDFs in Windows File Explorer and select the menu option ‘Make Secure PDF’ to invoke Safeguard Secure PDF Writer.
In Safeguard Enterprise Secure PDF Writer, go to the Printing & Viewing tab:
Using Enterprise PDF DRM Security software, you can track PDF documents to see who has opened (viewed) and printed them.
Tracking PDF files & logging document use has never been easier.
How to digitally track PDF opening and printing with Safeguard Enterprise.
Tracking PDF document use always sounds like a really neat idea. When you track a PDF it should tell you who opened or printed a document, when it was, and where they did it. At least in theory.
There are normally three reasons for wanting document tracking:
To track PDF opens you have two choices. You could use either a:
The first thing to understand when tracking PDF documents is that you are forcing recipients to always be online. The technology used to track PDF opens needs to ‘phone home’ to tell you what is happening.
For a business proposition this could be a disaster. Many people need offline access to documents, but a PDF tracker cannot see that. As a result, tracking PDF ebooks and magazines may not be such a good idea.
Privacy is becoming a bigger issue. In many countries, you must register what it is that you intend to collect if it relates to personal information – and in the EU the opinion is that anything linking a person to an IP address is personal data. You also have to register what you will use the data for, and ask the consumer for their informed consent to track PDF opens, views and prints. So you may have to set up a raft of policies and procedures before you can track PDF use.
This does not apply to business users, but it may be a fine point. Plenty of institutions, such as banks, do not, as a matter of policy, allow PDF tracking of documents used internally. Some PDF tracker products cannot be used in those environments.
Finally, when tracking a PDF file, who is the recipient?
On a home PC or a laptop, it is whoever is using it, though you don’t know who is actually sitting in front of the screen (unless proctoring software is installed, which is used to prevent cheating in online exams, tests, and courses). For mobile devices, people are generally relaxed about letting others use them, so you may not be tracking what you think.
Secure data room systems that provide document tracking don’t really identify the user – they just identify a login. Users can share their login details with others, so you have no idea who you are really tracking. Some systems such as Digify or DocSend, automaticaly remove tracking if you let users download or print documents.
It is useful to know where the PDF document is that is being tracked – this can give you a clue if it is being shared with others.
Some theories say you can track PDF documents by IP address, but that doesn’t mean much if you’re seeing an ISP with thousands of customers. Users also regularly change IP addresses, use a proxy to mask their real IP address, or can use a VPN to share the same IP address with others.
Similarly, PDF tracking by email address is hampered if it’s not a company email address, since many people use freemail accounts to avoid identification and can share generic email accounts with others.
Rather than protecting the document itself, some prefer to track PDF downloads. There are various ways of doing this and they’re usually quite easy to integrate into a website. You can track the IP address a user downloads from (though this can be bypassed with a VPN), or make them sign in to an account to download a PDF and log the activity with their name and email that way.
Of course, this is really just a more limited way to perform the IP or email address tracking mentioned above and has the same pitfalls. This time, it has an even bigger flaw, though — if the document isn’t protected in some other way, the user can just share the first copy they downloaded with others, bypassing any download logging.
So, download logging is mostly useful for analytics purposes: knowing how many times users download each product for marketing or server bandwidth reasons.
Protecting and tracking PDF files with Safeguard PDF security software is secure and simple.
As well as being able to track the opening of PDF files and prints and stop tracking from being removed, Safeguard Enterprise PDF Security software enables you to:
Safeguard PDF security is much more than a PDF tracking solution – it enables you to distribute and/or sell PDFs securely and control their use regardless of their location.
Most PDF tracking software or PDF analytic tracking software adds a PDF tracking pixel to the document to track whether a user has opened it. However, if users can save the document to other file formats or print the document they can remove this. Even if print restrictions have been applied with typical PDF editing software (to prevent printing) the print restrictions can be removed with password recovery software. So clearly PDF tracking software that uses a tracking pixel is not a good option.
Using PDF DRM is the best way to track views on PDF files if you want to make certain that:
The Safeguard Secure PDF Reader (used to open protected PDF files and track PDF views and prints) locks protected documents to authorized devices and additionally controls the locations from where they can be viewed (e.g. the office only).
By using a secure PDF Reader you can therefore limit who can potentially view your documents and provide additional certainty that you are actually tracking the person you intended.
Safeguard Secure PDF Reader checks document access rights and controls in real-time so you can instantly revoke access if you feel that your PDF files are being misused.
Adobe PDF usually has a pop-up warning to tell users if they are being tracked. Solutions that insert hidden pixels are usually invisible and difficult to detect. Though there are some browser add-ons that reveal hidden pixels in emails, there does not appear to be a similar add-on for PDFs at the time of writing. Hidden tracking is not always good for the document publisher, as many countries require the user to be informed of tracking.
Locklizard Safeguard leaves it up to the publisher whether they’d like to inform their users of the tracking or not. It lets businesses add a welcome message or automatically direct users to a webpage informing them of the terms of the document.
Technically, yes, but they may be required to ask for consent depending on where you live. If they use an ineffective solution such as Adobe Acrobat, Digify, hidden pixels, etc., you can likely also remove or bypass the tracking.
Adobe Acrobat and other PDF editing software can provide an experience similar to Microsoft Word’s track changes. However, allowing any editing in a document opens it to misuse, even if it is tracked. If a user can edit, they can also copy and paste the content into another document and distribute it to anybody they want. As a result, track changes should only be used in the creation phase, with the document protected by PDF DRM before it is distributed. If notes are required by untrusted parties, they can utilize the Safeguard viewer to add comments and highlight text.
Yes, but you need a licensing system to identify the user, and the ability to lock a PDF to a device so you have certainty of who you are tracking. Locklizard provides both of these features and prevents users from copying and printing content so that they cannot bypass PDF tracking.
You can record an IP address, but this may not necessarily be the user’s actual location due to the use of a VPN or proxy.
LockLizard lets you lock PDF files to locations (e.g. a specific country or office location) so you can prevent users from opening PDFs in unauthorized locations.