Casos de uso

Compartilhamento de Plano de implementação para Consultoria

Share milestones and implementation details with participants, then review who opened the link and when. Consultants can coordinate review with the client team.

Benefício para o usuário

The project lead can confirm the plan was available before coordination begins. Consultants can confirm a client delivery signal and close access when an engagement ends.

Fluxo de trabalho

1. Preparar: Share milestones and implementation details with participants, then review who opened the link and when. 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.