Casos de uso

Paquete de diligencia debida para Consultoría

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

Beneficio para el usuario

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.

Flujo de trabajo

1. Preparar: 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. Controlar el acceso: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Compartir: Send the private link to the intended consulting audience.
4. Revisar señales de entrega: 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.