活用例

コンサルティング向け投資家向け更新情報の共有

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

ユーザーの利点

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.

ワークフロー

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