حالات الاستخدام

مشاركة خارطة طريق استشارية لـالاستشارات

Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. Consultants can coordinate review with the client team.

فائدة المستخدم

The consultant can time follow-up using link activity and revoke access when the engagement ends. Consultants can confirm a client delivery signal and close access when an engagement ends.

سير العمل

1. التحضير: Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. Consultants can coordinate review with the client team.
2. التحكم في الوصول: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. المشاركة: Send the private link to the intended consulting audience.
4. مراجعة إشارات التسليم: Review the open time, approximate location and network organization when available, device and browser categories, and active dwell time. An open does not establish identity, comprehension, or intent.