活用例

コンサルティング向け年次報告書の共有

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

ユーザーの利点

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.

ワークフロー

1. 準備: Share the annual report with stakeholders and review delivery signals for the link. Consultants can coordinate review with the client team.
2. アクセスを管理: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. 共有: Send the private link to the intended consulting audience.
4. 送達状況を確認: 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.