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External Sharing

Securely share documents outside your organization

Share documents with external parties

Quickly share, in just a few clicks

Avoid delays and bottlenecks when you need the input or advice of someone outside your organization. A business partner, a legal or financial advisor, anyone.

The External Sharing features of Ondox allow you to gather that input or advice faster. It’s simple, efficient, intuitive, and takes just a few clicks.

Control security of shared documents

Maintain the integrity of your privacy and security policies via built-in Ondox tools that prevent loss and fraud while allowing external sharing.

Avoid unauthorized access, set time limits on availability of shared documents, and control download options.

Provide secure access to external parties

Make access easy and secure

Allow ease of access but prevent unauthorized sharing or distribution.

Provide secure links and passcodes to authorized 3rd parties so you avoid accidental or fraudulent access to shared documents.

Protect sensitive documents and information

Avoid unauthorized downloading and copying of shared documents.

External parties view documents in a secure portal. Downloading can be prohibited – so you maintain control over sensitive documents.

Avoid the risks of uncontrolled document distribution

Don’t share over email!

Email is the most hacked system in the enterprise. Avoid the risks of email breaches and accidental distribution to the wrong person.

Ondox enforces enterprise-grade security, providing external parties access only via fully secure and controlled screens.

Ensure compliance to regulation and policy

External parties view document in an Ondox viewer screen, so documents shared externally remain inside your secure Ondox system.

You fully control the sharing and can optionally ensure that documents are not transferred to external parties other than for viewing on-screen.

FAQs

Most organizations work in partnership with 3rd parties and need to include those parties in their core business processes. For example, a financial advisor may need to share with an external law firm documents submitted by a client.

Sharing documents via email is too risky and sharing by courier or other means is too slow. That’s where the speed and security of Ondox wins.

Use cases include new customer or client onboarding, new account opening, claims management, dispute resolution, new policy applications, complaints, customer service cases, and more.

 

Many document management systems are locked down specifically to prevent sharing of documents outside an organization – they primarily focus on shielding documents from unauthorized parties and make it difficult or impossible to share externally.

Ondox recognizes the real-world need to share documents with external parties so that their input or advice can be gathered. We also know that many organizations inadvertently invite risk of accidental or fraudulent distribution, copying, or downloading by sharing documents externally via email.

We’ve created the antidote to these issues – a secure yet simple means of sharing documents that avoids the risks of paper-based or email-based document distribution.

 

Discuss your document processing needs.

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