Casos de uso
Compartilhamento de Pacote de diligência prévia para Executivo
Share the package through a controlled link, review open history, and revoke access as diligence progresses. Executive teams can prepare decision-makers ahead of a scheduled discussion.
Benefício para o usuário
The deal team can monitor delivery activity and revoke access as diligence progresses. Executives can check link activity before a meeting while retaining the option to revoke a replaced document.
Fluxo de trabalho
- Preparar: Share the package through a controlled link, review open history, and revoke access as diligence progresses. Executive teams can prepare decision-makers ahead of a scheduled discussion.
- Controlar o acesso: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
- Compartilhar: Send the private link to the intended executive audience.
- 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.