Secure Document Management
It is simple to safeguard documents throughout the process with the right tools and systems. A document workflow that is an integrated document management system (DMS), from submission of forms to execution reduces time, increases accuracy, and assures security from beginning to end.
Choose a DMS that has security features such as encryption, authentication, and editing restrictions. It will also be able create a complete audit trail for each file, allowing you to track who has edited it and when they did it. That will prevent important information from being lost or overwritten as well as keeping the most current version accessible at all times.
The majority of businesses use email to communicate internal and external communications however, relying upon it for file transfer poses serious security risks. A DMS can allow companies to securely share documents with clients via a client portal. It should also be able to connect with identity providers to ease user authentication and access control.
Choose a cloud DMS that is regularly backed up, protecting against corruption and loss in the event of an incident involving data loss or technology failure. It should be able to restore backups quickly. For extra peace of mind consider a solution that offers at least two levels of redundancy, including one in a geographically distant location to protect against natural disasters.
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