A secured, dedicated portal for electronic document delivery

The fax has all but disappeared, and email, has, for along time been the most common method for sending messages and delivering documents over the internet. It is both easy and convenient. However, the GDPR regulations and the inherent risks associated with unsecured network connections, especially when transmitting sensitive material in attachments means other methods...

A secured, dedicated portal for electronic document delivery

The fax has all but disappeared, and email, has, for along time been the most common method for sending messages and delivering documents over the internet. It is both easy and convenient. However, the GDPR regulations and the inherent risks associated with unsecured network connections, especially when transmitting sensitive material in attachments means other methods need to be looked at to ensure secure document delivery.

Docusoft portal offers a solution to this security concern by providing industry-standard encryption so that clients and customers can both upload and receive documents in the knowledge that the data is secure.

The Docusoft secure portal provides individual user accounts and passwords, a dedicated client login and a white labelled “front end” tailored to their website design.

It is not just the transmission though. The recipient can add comments to the document and download and print them if required, and the documents can be electronically approved and signed. The end user can also upload documents securely.

Where approval is required but has not been actioned, automated reminders can be scheduled. The portal has a full audit trail recording what was sent, the date and time it was sent, when it was opened, and when it was approved.

It is all too easy with email and auto populating of email addresses based on the first few characters typed, to send emails to the wrong person – a breach of GDPR. Besides encrypting the messages, the possibility of uploading information to the wrong recipient is greatly reduced by limiting delivery only to users set up in a portal account for that client or customer.

Optionally, the messages and documents can be linked directly to the Docusoft document management system. From within the document management system, portal messages can be sent directly.

Prominent features of the Docusoft portal are:

• Highly secure – industry-standard encryption
• Ability to send multiple documents to multiple users
• Electronic approval of documents
• Electronic signing
• No limits on number of messages sent
• Signature placement configuration – place indicators where you want documents signed
• Easy one click processes for approval and signing documents
• Two-way transfer – clients can upload documents and send messages to you
• Custom template option for speed and ease of composing messages
• Automated reminders
• Full audit trail
• Branding to match your website design
• Available on website and android app