活用例

コンサルティング向け作業範囲記述書の共有

Send the defined scope through a private link and check whether the recipient opened the current version. Consultants can coordinate review with the client team.

ユーザーの利点

The provider can confirm access to the scope document and revoke a link shared in error. Consultants can confirm a client delivery signal and close access when an engagement ends.

ワークフロー

1. 準備: Send the defined scope through a private link and check whether the recipient opened the current version. 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.