Secure document sharing is essential for any business dealing with sensitive information. It allows you to safely and securely transfer files that contain confidential or proprietary information to external and internal collaborators clients, customers regulators, as well as other stakeholders.
Secure file-sharing platforms are an excellent alternative to email attachments as well as other traditional methods of sharing documents online. These platforms can provide multiple layers of security at the platform, data center, and document levels, to protect your most sensitive data and ensure compliance with the requirements of governance and regulatory compliance.
A secure document management system must include a client portal that has bank-grade security. It will provide an easy and professional means for your team to share files both internally and with outside parties. This means that you don’t have to ask your team to manually attach files to emails and also increases productivity by speeding collaboration. A secure document management software that has a portal accessible to clients should be simple and easy to use. It should allow you to create hyperlinks, set passwords and confirm via email. You can also manage access through granular settings. It should also create an audit of all activity.
Secure file-sharing solutions can assist you to manage the entire cycle of your documentation from beginning to closing. This includes sharing your most important documentation with advisors, investors, and auditors using the security of an online data room and the flexibility of cloud storage. These systems let you transfer files quickly however they also integrate with the core workflow software and offer electronic signatures to make the process of documenting quicker and more efficient.