Use cases

Annual report sharing for Legal

Share the annual report with stakeholders and review delivery signals for the link. Legal teams can keep reviewers on the intended draft.

User benefit

The issuer can see whether the report link was opened without requiring a tracking pixel. Legal teams can review access to the current draft and revoke a link if a newer version replaces it.

Workflow

1. Prepare: Share the annual report with stakeholders and review delivery signals for the link. Legal teams can keep reviewers on the intended draft.
2. Control access: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Share: Send the private link to the intended legal audience.
4. Review delivery signals: 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.