Secure File Sharing answers questions like - how do we share mission-critical files before, during and after our most important client engagements? Request lists are great for project work, but what about all the one-off files that we need to exchange with our clients year-round?
Secure File Sharing consolidates applications. It gives IT complete visibility and control to manage access rights, roles, and file retention. The Outlook add-in connects your workflow with maximum security and reliability.
When you share your private upload link via our Outlook add-in, email, Microsoft Teams, Zoom, or our in-app chat, clients can send you multiple files without any restriction on their type or size.
Sending a file as an email attachment can put your client's security at risk. By just sharing a private link, you can send anything, to anyone, even if they don't have an AuditDashboard account. Unlike email, you can set when you'd like access to expire and are never restricted by file size.
Leverage the same great experience that you and your clients have come to expect.
Send files or requests for files directly from the platform's email notification system.
Automated retention, and link expiry deliver maximum security.
Professional users who are given permission can initiate Secure File Sharing requests directly from their dashboard after logging in.
The integration is seamless. Like folders on your computer, you can move files from Secure File Sharing to your PBC Request List, or initiate an Electronic Signature Request.
There are no restrictions. You can upload and share as many files as you like of any type or size.
Yes, with the AuditDashboard Outlook add-in, you can send files, receive files, and convert one or multiple attachments to a secure link.
The cost may vary depending on your current contract. To obtain an accurate quote, please reach out to your customer success manager.
Yes, you can share files and folders with anyone you like, including stakeholders who do not have AuditDashboard accounts. Simply share a secure link to the file or folder via our integrated email, your email, or a private chat.
To experience Secure File Sharing book a demo or contact your customer success representative.
