Casos de uso

Compartilhamento de Pacote de diligência prévia para Consultoria

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

Benefício para o usuário

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.

Fluxo de trabalho

1. Preparar: 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. 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.