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Secure Data Management
Need to secure and Share data for your cutomers?
- Popular with Insolvency Practitioners, the data management modules provide the ability to secure soft-assets on behalf of clients using encryption, passwords and two factor authentication.
- You can add or import details on your clients or link to an existing datacourse such as Salesforce CRM.
- Upload documents and files and share with external sources securely
- Upload marge amouns of data for secure storage
- Upload files and link them to clients
- Add custom fields like "Lawful basis for processing" for GDPR
- Drag & Drop Multipl File upload
- Password protect files
Manage Client Files
- View and Search Client Documents
- Share with company members or external course
- Edit & delete files (access for edit and delete can be per user, role or file)
- Share files with external people
- Customiseable form
- Recipient access with authentication, password or 2FA
- HTML or plain text emails
Upload Client Data
- Upload and secure data
- Customised allow files types and sizes
- Large files and large storage allowed
- Add passwords for security or retention dates for expiry