The most effective business operations rely on sharing information quickly, consistently, and safely across functions such as product development, finance marketing, human resources and finance. But while traditional electronic methods like email and FTP offer more convenience than paper, they don’t deliver the security, control, and tracking that highly confidential documents require.
A secure document exchange portal is a secure platform that allows businesses to share confidential documents with their customers, easing and streamlining collaboration while decreasing the chance of data security breaches.
Secure document exchange sites employ encryption technology to protect documents at rest and while in transit, decreasing the possibility of cyber attacks. They also provide additional security features that email can’t match, like two-factor authentication, password-protection and digital signatures.
It is easy to design templates for standard groups that are automatically distributed according to the file type or another criteria. This eliminates the need to manually request documents and improves collaboration with your clients so that you can keep up with demand without sacrificing security.
The most efficient document management systems and client portals provide unlimited online storage, making it simple to centralize the files of your clients. They also allow you to search for files easily on the file’s name, tags and text within the file. Additionally, they produce an audit trail that is timestamped of every activity.
Document management software should have a robust backup system, and be regularly tested to ensure it can be able to recover from failures. You should also train your employees on sharing protocols and stress their importance.
Hinterlasse einen Kommentar