Share Documents with Clients

Share documents with clients securely and efficiently using SignnTrack. With the ability to upload, share, and digitally sign documents, you can eliminate manual paperwork and ensure compliance with industry standards. Whether you're sharing contracts, agreements, or important documents, SignnTrack provides a secure, seamless way to collaborate with clients. This not only improves efficiency but also enhances the client experience by enabling faster document processing and approval.

How Document Sharing with Clients Works

With SignnTrack, you can easily share documents with clients, allowing them to review, sign, and approve documents all digitally. Here’s how it works:

• Upload Your Document: Upload your contract, agreement, or any other document that you want to share with your client. SignnTrack supports multiple file types, including PDFs and Word documents.
• Set Permissions: Choose the specific clients or stakeholders who need access to the document. You can set permissions such as read-only, comment, or sign, depending on the role they play in the document workflow.
• Send Document for Review: Once the document is uploaded and permissions are set, you can send the document to your client. They will receive a secure link to the document, where they can review and sign it digitally.
• Track Progress: Monitor the progress of the document in real-time. See who has signed, who is still reviewing, and whether any actions are required.
• Digital Signing: Clients can digitally sign the document directly within the platform, ensuring that signatures are legally binding and secure.

SignnTrack makes it easy to manage document sharing and signing with clients, improving your efficiency and ensuring a smooth workflow.

Security & Compliance

SignnTrack prioritizes security and compliance, ensuring that your shared documents remain safe throughout the process:

• End-to-End Encryption: All documents are encrypted both during transit and at rest, ensuring that your information is protected from unauthorized access.
• Compliance with Regulations: SignnTrack adheres to industry standards, including eIDAS, GDPR, and other relevant compliance regulations, ensuring that your documents are legally compliant and secure.
• Audit Trail: Every action taken on a document, including views, edits, and signatures, is tracked and logged in an immutable audit trail. This ensures accountability and helps with future compliance audits.
• Two-Factor Authentication (2FA): Enhance the security of document access by requiring two-factor authentication for both senders and recipients, providing an extra layer of protection.

With SignnTrack, you can rest assured that your documents and data are handled with the highest level of security and compliance.

Customizing Your Document Sharing

SignnTrack provides flexible options for customizing how documents are shared with clients:

• Customizable Permissions: Choose specific permissions for each client or stakeholder, such as allowing them to sign, review, or just read the document.
• Personalized Branding: Customize the appearance of the document sharing portal with your company’s logo and branding, providing a professional look and feel to your clients.
• Document Expiration: Set expiration dates for documents to ensure that they are reviewed and signed before the deadline, enhancing efficiency and reducing the chance of delayed approvals.
• Automated Reminders: Set automated reminders for your clients, notifying them when a document is waiting for their review or signature. You can customize the frequency and timing of reminders.

These customizable features ensure that your document sharing process is tailored to your business needs, providing both flexibility and security for your client interactions.

Start Sharing Documents Securely with SignnTrack

Streamline your document sharing and signing process with clients using SignnTrack. Start today to improve your document management efficiency and security.

Conclusion: Sharing documents securely with clients is made easy with SignnTrack. By providing a simple, secure, and compliant platform for document sharing and signing, SignnTrack ensures that your contracts and agreements are processed smoothly and efficiently. Start using SignnTrack today to improve your document management process and enhance your client relationships.