Secure Document Management

It is easy to protect documents throughout the process by using the appropriate digital tools and systems. A document workflow that incorporates an integrated document management system (DMS) from the submission of a form to its execution reduces time, increases precision, and provides security from beginning to end.

Choose the DMS with security features like encryption, authentication, and editing restrictions. It will also be able create a full audit trail for each document, which will show who edited it and when they did it. That will prevent important information from getting lost or overwritten as well as keeping the most current version available at all times.

Email is widely used by businesses for internal and external communications however using it to transfer files can create security risks. A DMS must allow companies to share files securely via a client portal with clients. It should board governance software also be able to connect with identity providers to simplify user authentication.

Choose a cloud DMS which regularly backs up data, protecting you from loss and corruption if there is a data breach. It should also be able to restore backups quickly. Look for a solution with at least two levels of redundancy. One should be located in the far distance to safeguard against natural catastrophes.