DocBeacon Help Center

1. Sign Up & Login

• Email Registration: Enter your email and password (at least 8 characters, including uppercase, lowercase, and numbers)
• Google Quick Login: Click "Sign in with Google" and select your account to complete authorization
• Email Verification: Check your verification email and click the link to complete verification
• Session Management: Check "Remember me" to extend your session to 30 days

2. First Login Onboarding

On your first login, the system provides an interactive onboarding flow to help you quickly understand core features:

• Dashboard Tour: Learn how to view document statistics and recent activity
• Upload Documents: Learn how to upload and convert documents
• Create Shares: Master the creation and configuration of share links
• View Analytics: Explore powerful document analysis features

💡 Tip: You can skip the onboarding at any time, and the system will remember your choice. Onboarding is automatically disabled on mobile devices.

3. Upload Your First Document

1. Click the "Upload Document" button or go to the upload page
2. Select a file (supports PDF, Word, PowerPoint, TXT)
3. Fill in document title, description, and tags
4. Wait for upload and conversion to complete (real-time progress display)

4. Create a Share Link

1. Open the document details page
2. Click the "Create Share" button
3. Set access controls (access code, expiration time, download permissions, watermark)
4. Copy the share link and send it to recipients

5. View Analytics Data

After the document is accessed, you can view data in the following locations:

• Dashboard: Overview KPIs, 7-day trends, top documents, recent activity
• Document Analytics: Page-level dwell time, reading paths, engagement scores
• Share Analytics: Views, downloads, and contact information for each link
• Activity Feed: Real-time view of browsing and download events

Share Types

Access Code Protection

• 4-character access code: Alphanumeric, automatically generated when creating share link
• Access verification: Viewers must enter correct code to view document
• One-time generation: Access code is created with the share link and cannot be changed
• Use cases: Public channel sharing, identity confirmation, prevent accidental forwarding

Verified Email Access

• Available on Pro and above: Works with Contact Share only
• Email required: Each contact must have a valid email address
• Verification: The contact verifies using a one-time code sent to their email
• Protection: Forwarded links won't work for other viewers

Expiration Time Settings

💡 Pro and above users can set custom expiration dates

Download Permission Control

• Allow downloads: Viewers can download a copy, activity in downloaded copies isn't tracked, so downloads aren't recommended for tracking
• Disable downloads: Online viewing only. Enables full on-page reading behavior tracking and analytics
• Download tracking: Download actions are recorded in statistics
• Flexible settings: Create multiple shares for same document with different download permissions

Dynamic Watermark Protection

Add dynamic watermarks to documents to prevent unauthorized distribution:

• Watermark content: "Confidential" label + viewer identity + access timestamp
• Tiled overlay: Covers entire document page, semi-transparent display
• Unique identifier: Each viewer sees a unique watermark
• Screenshot protection: Watermark preserved in screenshots or photos
• Use cases: Business confidential documents, unreleased product materials, traceable documents

Dashboard Overview

• Core KPIs: Total documents, total shares, total views, total downloads
• 7-day trend chart: Visualize viewing trends over past 7 days
• Top documents: Documents ranked by views
• Recent activity: Real-time display of latest viewing and download events
• Real-time updates: Smart caching technology, auto-updates after document operations

Document-Level Analytics (Pro and above)

Overview metrics:

• Total views, unique visitors, total reading time
• Average reading time, average scroll depth
• Download count, engagement score (0-100)

Page-level analysis:

• Dwell time for each page
• Scroll depth for each page
• Drop-off rate for each page

Reading path analysis:

• Visualize visitor reading paths via Sankey flow diagram
• Shows starting page, jump paths, exit page
• Understand if visitors read sequentially

Engagement Score Explained

DocBeacon uses AI-powered algorithms to calculate engagement scores (0-100) that accurately reflect reader engagement:

Reading Mode Classification

AI-powered system automatically identifies visitor reading patterns:

Heatmap Analysis (Pro and above)

• Section-level insights: Fine-grained attention data within each page
• Color intensity: Represents engagement level, red areas indicate high attention
• Aggregated views: Multiple views of the same share link are automatically combined into one heatmap
• Use cases: Identify golden sections, discover ignored content, understand reader attention patterns

Plan Comparison

Document Sharing Recommendations

• Set appropriate expiration times: Short validity for sensitive documents, permanent for long-term materials
• Use access codes wisely: Use codes when sharing through public channels, update codes regularly for security
• Enable watermark protection: Must enable for business confidential documents and unreleased materials
• Specify recipients: Create individual shares for each recipient of important documents for better tracking

Data Analytics Tips

• Focus on engagement scores: High scores (>80) indicate strong interest, follow up promptly; medium scores (50-80) show some interest, continue communication; low scores (<50) suggest low interest, consider adjusting strategy
• Analyze page-level data: Identify most-viewed pages to understand interest points; find high drop-off pages to optimize content
• Use reading paths: Understand if recipients read sequentially, discover skipped content
• Compare analysis: Compare reading behavior of different recipients, identify common interest points

Document Optimization Recommendations

• Control document length: Overly long documents lead to low engagement, consider splitting into multiple topic documents
• Optimize content structure: Put important information first, use clear headings and sections
• Test different versions: Prepare customized versions for different audiences, find optimal version through data comparison

Security Recommendations

• Regularly review shares: Check expired share links, revoke unneeded shares
• Sensitive document management: Use strictest access controls, enable watermark and disable downloads, set short validity periods
• Account security: Use strong passwords, change passwords regularly, don't share login credentials