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Know exactly who's read your shared finance documents

In finance and banking, knowing whether a client or counterpart has actually reviewed a document changes how you act next. WeTransfer shows you who opened your files and when, so you can time follow-ups precisely and go into every conversation knowing where things stand.

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When you share sensitive documents, like reports, term sheets, or client presentations, the silence after sending can be costly. WeTransfer's download tracking ties every access event to a verified email address, giving you a named, timestamped record of who engaged with each document you send. You can also restrict a transfer to a specific list of email addresses, so only the intended recipients at a firm, fund, or client organization can open it. Recipients can review your documents directly in the browser before downloading, and that preview activity registers in your Transfers panel as its own signal, separate from a full download. Every document travels without modification, arriving exactly as you sent it.

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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. When recipients open your transfer link, they can preview documents directly in the browser, and that activity appears in your Transfers panel independently of any download event. Enabling tracked downloads means each viewer must verify their email address before accessing the files, so you get a named, timestamped record even when someone reviews the document without saving it. For finance professionals, this distinction matters when following up on proposals or compliance materials where a read receipt carries weight.


When setting up your transfer, enable Restricted downloads and add the email addresses you want to permit. Anyone who opens your link must verify their email, and access is only granted if they match your list. Everyone else is blocked automatically. This is especially useful in banking contexts where documents may contain non-public financial information and sharing needs to stay within a defined counterparty or review group.


Tracked downloads allow anyone with your link to access the transfer after verifying their email address, giving you a detailed log of who viewed or downloaded the document and when. Restricted downloads go further by blocking access entirely to anyone not on your pre-approved list of email addresses. For routine client updates or broadly circulated reports, tracked downloads give you visibility; for deal documents or materials with regulatory sensitivity, restricted downloads give you control over exactly who can reach the files.


Yes. For email transfers, a checkmark appears next to each recipient's address once they download, and hovering shows the exact date and time. For link transfers with tracked downloads enabled, each person who opens the link must verify their email first, so you build a clear per-person record of access. This makes it straightforward to see, at a glance, which stakeholders in a deal or review process have engaged with your materials and which have not.


On the Free plan, transfers expire after a maximum of 3 days. On paid plans like Ultimate, you can set any custom duration or keep documents available indefinitely, which is practical for ongoing client relationships or materials that need to stay accessible through a longer review period. You can also adjust the expiry date of any active transfer from your Transfers panel at any time after sending, without re-uploading the files.


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