Checking what files your Clients are viewing
- Debby Gibson
When you share files with your Clients, you need to know when your Clients are accessing these files. This information is available via the following areas:
Client Grid
Client Folder
Client History
Client Grid
The following fields can be added to your Nimbus Client Grid and can then be filtered to show which Clients have not accessed files you have shared with them.
Total Published (Nimbus Professional only)
Total Not Accessed
You can filter these fields by only showing numbers greater than 1 if required.
Client Folder
The Client Folder view can be modified to include the date/time stamp of when the file is accessed by the Client. The Client Viewed field can be added to your View, using the “Show Column Chooser” icon.
Client History
The Client History shows the detail of when a file is accessed.
To access the Client History, is via the Client Grid:
The full history then displays and can be filtered as any Grid: