حالات الاستخدام

مشاركة حزمة العناية الواجبة لـالاستشارات

Share the package through a controlled link, review open history, and revoke access as diligence progresses. Consultants can coordinate review with the client team.

فائدة المستخدم

The deal team can monitor delivery activity and revoke access as diligence progresses. Consultants can confirm a client delivery signal and close access when an engagement ends.

سير العمل

1. التحضير: Share the package through a controlled link, review open history, and revoke access as diligence progresses. 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.