使用场景

咨询的尽职调查资料包分享

Share the package through a controlled link, review open history, and revoke access as diligence progresses. Consultants can coordinate review with the client team.

用户收益

The deal team can monitor delivery activity and revoke access as diligence progresses. Consultants can confirm a client delivery signal and close access when an engagement ends.

工作流程

1. 准备: Share the package through a controlled link, review open history, and revoke access as diligence progresses. Consultants can coordinate review with the client team.
2. 控制访问: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. 分享: Send the private link to the intended consulting audience.
4. 查看送达信号: 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.