Casos de uso

Actualización para inversores para Consultoría

Distribute the investor update through a private link and review access signals afterward. Consultants can coordinate review with the client team.

Beneficio para el usuario

The company can check whether the update link was opened while retaining a revocation option. Consultants can confirm a client delivery signal and close access when an engagement ends.

Flujo de trabajo

1. Preparar: Distribute the investor update through a private link and review access signals afterward. 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.