Use cases

Implementation plan sharing for Consulting

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

User benefit

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.

Workflow

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