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Secure Document Management

It is easy to protect documents throughout the process by using the proper digital tools and systems. From submission of a form to execution the workflow of documents which incorporates a document-management system (DMS) helps to reduce time, improves accuracy, and ensures security from start to finish.

Select a DMS that can scan documents and convert them to PDF files that have built-in security features such as encryption, authentication, and editing restrictions. It will also be able provide a full audit trail for each file, keeping track of who has edited it and when they did it. This will stop important information from being erased or lost and will always keep the most current version available.

Email is widely used by businesses for internal and external communications however using it to transfer files can present significant security risks. A DMS must allow businesses to securely share documents through a client portal to clients. It should also be able of integrating with identity providers to simplify user authentication.

Choose a cloud DMS that is regularly backed up and protected against loss and corruption in the event of an incident involving data loss or technological failure. It is also able to restore those backups quickly. For additional peace of mind you should look for a solution that offers at least two levels of redundancy including one located in a remote area to protect against natural catastrophes.