Sharing information across departments like finance, marketing products, finance and human resources is vital to a successful business. However, while traditional electronic methods such as email and FTP offer more convenience than paper, they can’t deliver the security, control and monitoring that highly confidential materials require.
Secure document exchange platform is a digital platform that allows companies to share confidential documents with their customers. It simplifies and streamlines collaboration while reducing the risk of data breaches.
Secure document exchange portals protect documents at rest and during transit by using encryption technology, which reduces the chance of hacking and cyber-attacks. They offer extra security features https://electronicdataroom.info/documenting-tomorrow-virtual-data-rooms-shaping-business-horizons/ that email cannot match, such as two-factor authentication, password protection and digital signatures.
With an encrypted document exchange portal it is easy to create templates for standard groupings of files that are automatically distributed to your clients according to their kind of file or another criteria. This helps you reduce the amount of manual requests for documents, and streamline collaboration with your clients.
The best document management systems and client portals offer unlimited online storage, making it possible to centralize the files of your clients. You can also search for files by using the file’s name, tags, and the text contained within a file. They provide an audit that is timestamped of all activities.
Document management software should have a robust back-up system and be tested regularly to ensure that it is able to recover in the event of failure. You should also train your employees about document sharing protocols and stress their importance.
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