Anwendungsfälle

Leistungsbeschreibung teilen für Beratung

Send the defined scope through a private link and check whether the recipient opened the current version. Consultants can coordinate review with the client team.

Ihr Nutzen

The provider can confirm access to the scope document and revoke a link shared in error. Consultants can confirm a client delivery signal and close access when an engagement ends.

Arbeitsablauf

1. Vorbereiten: Send the defined scope through a private link and check whether the recipient opened the current version. Consultants can coordinate review with the client team.
2. Zugriff steuern: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Teilen: Send the private link to the intended consulting audience.
4. Zustellsignale prüfen: 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.