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See who opened your shared financial documents

Sending a report, pitch deck, or sensitive financial document is only half the job. WeTransfer tells you who accessed it and when, logging every preview and download against a verified email address so you always know where things stand with a client or counterparty.

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Finance professionals often send documents that require a clear paper trail, and knowing whether a recipient has actually looked at them is just as important as the delivery itself. WeTransfer records preview activity and download events separately in your Transfers panel, so you can see the difference between someone who opened a document in the browser and someone who saved it locally. Every access event is tied to a verified email address and a timestamp, giving you a named record you can act on when following up with clients, compliance teams, or deal counterparties. For documents that should only reach a defined audience, you can restrict access to a specific list of email addresses, blocking anyone outside that list from opening the transfer. Files are delivered exactly as uploaded, with no changes to formatting, structure, or data.

What makes WeTransfer different

Our features are designed to minimize how much of your data we — or anyone else — can access, so you can keep what's yours, yours.

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FAQs

All your questions answered.


Yes. WeTransfer records preview activity and download events as separate actions in your Transfers panel, so you can tell whether a client opened your PDF or report in the browser without pulling the file down. For finance professionals, this distinction is useful when tracking where a proposal or agreement sits in a review process. Enabling download tracking links each event to a verified email address and a precise timestamp.


Before clicking Transfer, open the transfer settings panel and enable the download tracking option. Once active, every download is logged against the recipient's verified email address and the exact date and time of access. You can review this record at any time from the transfer details page in your Transfers panel. Tracking must be switched on by the sender before the transfer is sent; it cannot be added retroactively.


Yes. WeTransfer's restricted access feature lets you specify a list of email addresses that are permitted to open a transfer. Anyone who opens the link but is not on that list will be blocked from accessing the files. This is particularly useful for distributing term sheets, financial models, or due diligence materials to a named group, keeping sensitive content away from unintended recipients even if the link is forwarded.


Yes. With download tracking enabled, each access event is recorded separately, so you get a distinct entry per recipient rather than an aggregate count. For an email transfer you can also see a per-recipient status in your Transfers panel, showing which addresses have downloaded and which have not. This gives finance professionals a clear picture of engagement across a distribution list without needing to follow up with everyone individually.


WeTransfer is based in the EU and is fully GDPR-compliant. Files uploaded from a European IP address are stored on AWS servers in Ireland, encrypted in transit using TLS and at rest using AES-256. The service is ISO 27001 certified, and Data Processing Agreements are available for business plan customers who need them for compliance purposes. WeTransfer does not use your files to train AI, and does not sell or share file contents with third parties.


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