Cas d’usage

Partage de Rapport annuel pour Conseil

Share the annual report with stakeholders and review delivery signals for the link. Consultants can coordinate review with the client team.

Avantage pour l’utilisateur

The issuer can see whether the report link was opened without requiring a tracking pixel. Consultants can confirm a client delivery signal and close access when an engagement ends.

Flux de travail

1. Préparer: Share the annual report with stakeholders and review delivery signals for the link. Consultants can coordinate review with the client team.
2. Gérer l’accès: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Partager: Send the private link to the intended consulting audience.
4. Consulter les indicateurs de livraison: 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.