Secure Document Exchange Portals

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Information sharing across departments such as marketing, finance products, finance 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 deliver the security, control and tracking that highly confidential materials 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 reducing the chance of data breaches.

Secure document exchange platforms protect documents at rest and during transit using encryption technology, reducing the possibility of hacking or cyber-attacks. They also offer additional security features that can’t be matched by email, such as password protection two-factor authentication, digital signatures.

With an encrypted document exchange portal it is easy to set up templates for standard groups of documents that are automatically distributed to your clients depending on their specific file type or other requirements. This eliminates the need to manually request documents and streamlines collaboration with your clients which allows you to keep up with the demand, without compromising security.

The best document management systems and client portals offer unlimited online storage, making it possible to centralize your clients’ files. You can also search for files by using file names, tags, and the text contained within a file. They create an audit with a timestamped date of all activity.

Document management software should have a robust backup system and be regularly tested to ensure it can be able to recover from failures. In addition, you should train your staff and collaborators from third parties about the best practices for sharing documents and stress the importance of following these guidelines.


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