Secure document portal for contracts, statements and project files
Typický klient: Companies exchanging sensitive documents with customers and partners
Prediskutovať podobný projektVýzva
Sensitive documents are shared via email and consumer file-sharing services, with no audit trail and unclear permissions.
Riešenie
A secure document portal with per-customer folders, granular permissions, signed download links, e-signature and a full audit trail.
Prínos pre firmu
Auditable document exchange, fewer compliance worries and a professional partner experience.
Kľúčové funkcie
- Per-customer and per-project folders
- Granular permissions and link expiry
- E-signature for selected documents
- Full audit trail
- Notification on new documents
Ako to funguje
- 1Document is uploaded to the relevant folder
- 2Recipient is notified and authenticates
- 3Document is read, signed or downloaded
- 4All actions are recorded in the audit trail
Súvisiace príklady riešení
Customer self-service portal for orders, invoices and support
Customers email and call for order status, invoices and reorders. Service staff spend more time looking up records than helping.
Service portal with ticketing, SLA visibility and asset register
Customers don't know the status of open tickets, SLA breaches surface late, and the asset register lives in a spreadsheet.
Pozrime sa na to, čo brzdí vašu firmu
Krátky úvodný rozhovor o vašich procesoch, hlavných výzvach a možných riešeniach. Bez technického predajného monológu a bez záväzkov.
Povedzte nám o svojom projekte
Vyplnenie trvá približne dve minúty. Odpovedáme do jedného pracovného dňa.