Secure Document Management

Secure Document Management

The proper digital tools and systems make it easy to protect documents throughout the entire process. A document workflow that includes an integrated document management system (DMS) from the submission of a form to its execution is time-saving, increases accuracy, and assures security from beginning to end.

Choose a DMS that can scan documents and convert them into PDF files that come with security features such as https://rockboardroom.com/data-room-software-the-future-of-secure-document-management/ encryption, authentication, and editing restrictions. It should be able to generate an audit trail for each file, and record who edited it and when. This will stop important information from being overwritten or lost, and will always keep the latest version visible.

Most companies for both internal and external communications but using it to transfer files can present significant security risks. A DMS must allow companies to securely share documents through a client portal with clients. It should also be able of integrating with identity providers in order to facilitate user authentication.

Choose a cloud DMS that is regularly backed up, securing against corruption and loss in the event of an incident involving data loss or technological failure. It must also be able restore the backups swiftly. For additional peace of mind seek out an option that provides at least two levels of redundancy, including one located in a remote area to guard against natural catastrophes.