Schedule documents to be automatically deleted from your system once they reach a certain age.
Locate Sensitive Information
Personally Identifiable Information (PII) can be located using powerful content searches across various file types.
Access Controls & Secure File Share
Apply user permissions to documents to prevent access or changes. Share documents securely in the client portal.
View Audit Trails
View an audit history of every interaction with a document by the creators, collaborators and recipients.
Benefits of Compliance:
Comply With Data Minimisation Rules
Strict privacy laws (e.g. GDPR) have an emphasis on data minimisation for individuals, specifically the volume of data retained and retention period.
Easily Manage Data Requests
Businesses can get immediate access to all documents related to a client, making it easy to respond to data requests.
Prevent Data Breaches
Ensure information security with access controls, especially to documents that contain sensitive client information. The client portal with up to date encryption for file sharing is a significant upgrade over email.
Ensure Data Integrity
Ensure the accuracy, completeness, and reliability of documents throughout their lifecycle