Secure document sharing is crucial for any business dealing with sensitive information. It lets you transfer files containing sensitive or proprietary information to customers, clients regulators, external and internal collaborators.

Secure file-sharing services are a good alternative to email attachments and other traditional methods of sharing documents online. These tools offer multiple layers of security at the data center level, the platform level, and document level to secure your most sensitive information and ensure compliance with regulatory requirements.

A secure document management system should include a client portal that has bank-grade security, providing an easy and professional method for your team to share files internally and with outside parties. This removes the need for your team to manually attach files to emails and could increase productivity by speeding collaboration. A secure document management software with a portal for clients should be simple and easy to virtual due diligence rooms use. It should allow your team to create links for individual or groups, set passwords, verify via email and control access with flexible settings. It should also allow for an audit of every activity.

Secure file-sharing solutions can help you manage the entire duration of your documentation from the initial sourcing phase to the final. This includes sharing your most important documentation with advisors, investors, and auditors, with the security of an online data room and the flexibility of cloud storage. In addition to allowing you to easily transfer files, these systems will typically come with core workflow software integrations and eSignature support that will allow for faster and more efficient processes for documenting.