Secure Document Management

It is easy to protect documents throughout the process using the right tools and systems. A document workflow that includes an integrated document management system (DMS) from form submission to execution reduces time, increases accuracy, and assures security from start to finish.

Choose a DMS with security features such as encryption, authentication and editing restrictions. It will also be able provide a full audit trail for each file, tracking who edited it and the date they edited it. This will help prevent important information from being lost or overwritten, and will always keep the most recent version of the file accessible.

The majority of businesses for internal and external communication, but using it to transfer files could create security risks. A DMS should allow businesses to securely share documents via a portal for clients with clients. It should also be able to connect with identity providers to make authentication for users easier.

Choose a cloud DMS that is regularly backed up and protected against loss and corruption in the event of the due diligence data room occurrence of a data breach or technological failure. It should be able to restore backups quickly. For additional peace of mind consider an option that provides at least two levels of redundancy including one located in a distant location to shield against natural catastrophes.