Cas d’usage

Partage de Dossier de diligence raisonnable pour Conseil

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

Avantage pour l’utilisateur

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.

Flux de travail

1. Préparer: 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. 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.