Casos de uso

Compartilhamento de Relatório anual para Consultoria

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

Benefício para o usuário

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.

Fluxo de trabalho

1. Preparar: Share the annual report with stakeholders and review delivery signals for the link. Consultants can coordinate review with the client team.
2. Controlar o acesso: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Compartilhar: Send the private link to the intended consulting audience.
4. Verificar sinais de entrega: 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.