Information sharing across departments like marketing, finance as well as product development and human resources is essential to the success of a business. However, while traditional electronic methods such as email and FTP provide more convenience than paper, they don’t provide the security, control, and tracking that highly confidential documents require.
Secure document exchange portal is a digital platform that allows businesses to share confidential documents with their customers, making it easier and streamlining collaboration while decreasing the risk of data breaches.
Secure document exchange portals use encryption technology to safeguard documents in transit and while in transit, decreasing the risk of hacking and cyber attacks. They also provide additional security features that cannot be replicated via email, like password protection two-factor authentication, digital signatures.
It is easy to design templates for standard groups that are automatically distributed based on the file type or another criteria. This eliminates the need to manually request documents and streamlines collaboration with your clients which allows you to keep up with demand without sacrificing security.
The best document management software and client portals offer unlimited online storage that makes it simple for you to organize the files of your clients. They also allow you to search for files easily on the file’s name tags, text and other information within the file. Additionally, they provide an audit trail that is timestamped of all activity.
Document management software should include a solid backup system and be regularly tested to ensure it is able to recover from failures. You should also train your employees on sharing protocols and emphasize their importance.
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