Virtual Data Room Software Resources

A client portal is a web-based software that allows you to securely store and share files, collaborate with your customers on projects, and generally keep your business-customer communication secure from external threats. Generally, you have a clearly defined and secure space for each of your clients. For instance, you can have a separate sub-portal for each of your customers ensuring that all communication and files are only accessible by authorised employees and only specific clients in a specific way (eg. you can request a signature or request a document upload from a client to a specific folder, limit the time the other party can access this file etc.). Some portals (such as Clinked) offer additional features, such as secure chat capabilities, which can be very useful (I use this feature all the time, as 1. all comms are secure, 2. the chat history is kept, 3. can get hold of the client quickly). They also offer a mobile app (this is how I mostly use chat). So, a client portal is not just for file storage!

Sharing files online can be risky, especially when they contain sensitive or confidential information. Once you’ve sent a file, it can spread online for anyone to see, download and misuse. It’s impossible to know if your documents are being forwarded or re-sent, and you have no way of revoking access. By using a document security service, you can manage exactly who can view and access your documents, and track who has seen them, for how long, from where, and how many times. With Digify, you can also choose to set your documents to View Only, or control the ability to download and print. If you require legal protection, you can also set Terms of Access that must be accepted before recipients are able to access your files. Concerned about the spread of your files? We have dynamic watermarks that are fully customisable with details like email and IP address, to deter and track any unintended file distribution.

From 2-factor authentication to virus scanning and user management, ShareSecure protects your firm and investments. Support your compliance efforts with document versioning, secure data transmission and encryption, and detailed access logs.