Сценарии
Обновление для инвесторов для роли «Консалтинг»
Distribute the investor update through a private link and review access signals afterward. Consultants can coordinate review with the client team.
Польза для пользователя
The company can check whether the update link was opened while retaining a revocation option. Consultants can confirm a client delivery signal and close access when an engagement ends.
Рабочий процесс
- Подготовка: Distribute the investor update through a private link and review access signals afterward. Consultants can coordinate review with the client team.
- Контроль доступа: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
- Поделиться: Send the private link to the intended consulting audience.
- Проверить сигналы доставки: 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.