Secure Document Management

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Secure Document Management

The right digital systems and tools make it easy to keep documents protected throughout the entire process. From submission of a form to execution an efficient document workflow that incorporates a document management system (DMS) saves time, improves accuracy, and ensures security from start to finish.

Select the DMS with security features like encryption, authentication and editing restrictions. It should be able to create an audit trail for each file, and record who edited it at the time of. This will stop important information from being overwritten or lost and will ensure that you have the latest version visible.

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The majority of businesses utilize email for internal and external communications however, relying upon it to transfer files can present significant security risks. A DMS should enable businesses to share files securely with clients via a client portal. It should also be able to connect with identity providers to facilitate user authentication and access control.

Choose a cloud DMS that regularly backs-up data, protecting you from corruption and loss in the event of a breach in your data. It must also be able restore those backups quickly. Choose a solution that offers at least two levels of redundancy. One should be in the far distance in order to protect against natural disasters.