Information sharing across departments such as marketing, finance as well as product development and human resources is crucial to the success of a business. While traditional methods of electronic communication like email and FTP are more efficient than paper, they do not provide the security, control and tracking that highly sensitive materials require.
Secure document exchange portal is a secure platform that lets businesses share confidential documents with their customers, easing and streamlining collaboration while decreasing the chance of data breaches.
Secure document exchange portals employ encryption technology to secure documents at rest and in transit, reducing the chance of cyber attacks. They also provide additional security features that can’t be replicated via email, such as password protection as well as two-factor authentication and digital signatures.
With a secure document exchange portal you can easily set up templates for standard groupings of files that are automatically distributed to your clients depending on their file type or other criteria. This helps reduce manual requests for documents and streamlines collaboration with your clients and allows you to keep up with demand without sacrificing security.
The most effective document management software and client portals provide unlimited online storage to make it simple to organize the client’s files. They also enable you to find files quickly by searching on file names tags, file names and text within the file. Additionally, they provide an audit trail that is timestamped of all activity.
Document management software should incorporate a robust backup system, and be regularly tested to ensure it can be able to recover from failures. You should also educate your employees on sharing protocols and stress their importance.
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