Use cases

Master services agreement sharing for Consulting

Share the agreement through a controlled link and review its delivery activity. Consultants can coordinate review with the client team.

User benefit

The sender can confirm that the agreement link was opened while keeping the source file under link control. Consultants can confirm a client delivery signal and close access when an engagement ends.

Workflow

1. Prepare: Share the agreement through a controlled link and review its delivery activity. 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.