Secure document sharing is crucial for any company that deals with sensitive information. It lets you safely and securely transfer files containing confidential or proprietary information to both external and internal collaborators, clients, customers regulators, as well as other stakeholders.

In addition to the standard ways of sharing documents online, like email attachments, you should also consider secure file-sharing platforms. These platforms secure data room provide multiple layers of security at the level of the data center, platform level, and document level to safeguard your most sensitive data and ensure compliance with regulations.

A secure document management system must include a web-based portal for clients with high-end security. This will allow your team to communicate with each other and with third-party partners in a professional and easy way. This means that you don’t have to manually include attachments in emails and speeds the process of collaboration for your team and productivity. A secure document management system with an online client portal must be user-friendly and provide an intuitive way to navigate. It will allow your team to create links for individual or groups, set passwords, confirm via email and control access via flexible settings. It should also generate a full audit trail of activities.

Secure file-sharing can help you manage the entire lifecycle of your documentation from sourcing to closing. This includes securely sharing your most important documents with advisors, investors, and auditors through the security of an online data room and the flexibility of cloud storage. These systems let you transfer files quickly and also integrate the workflow software that is used in core workflows and supports electronic signatures to make the process of documenting quicker and more efficient.