Use cases

Consulting roadmap sharing for Executive

Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. Executive teams can prepare decision-makers ahead of a scheduled discussion.

User benefit

The consultant can time follow-up using link activity and revoke access when the engagement ends. Executives can check link activity before a meeting while retaining the option to revoke a replaced document.

Workflow

1. Prepare: Share the roadmap with the client, review engagement activity, and revoke the link when the engagement ends. Executive teams can prepare decision-makers ahead of a scheduled discussion.
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 executive 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.