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Sharing files with clients

Documents and folders accessible to clients

Compartir con los clientes desde la empresa

Companies need to share folders with customers.

Dataprius counts with the indispensable mechanisms to make our folders and documents, accessible to those designated users.

Hundreds of companies using this system on a daily basis, are able to maintain a file repository for their clients.

Donwload Free Version

The shared zone is a website created by the system for an account.

All accounts in the system have a website.

Customers and anyone with access to shared folders or files can enter our website.

On the website, they will have access to the folders and files designated by the company.

Many companies place an access on their own website as a private area for customers.

Files can be shared by defining whether downloads and edits are allowed, or they are read-only documents.

Esquema de zona compartida con los clientes

Sharing consists of granting access permissions from the application.

To share folders, access permissions are granted to users.

It is as simple as clicking on the folder permissions window in the application.

We can send invitations to those users. They will access by logging into the web area of our Dataprius account, customized with the company logo.

Usuarios con acceso a carpetas en la Nube

You can also share files via links and email.

Sending an email with attached files inlinks is very easy in Dataprius. We include integrated secure email.

You can create links to files with expiration dates, indicating who will have access, whether they can download, edit or just read the document.

Receive files sent by customers.

Clients, called Web Users in the system, can upload documents.

These files are received in the in box, we can review them and save them in the client's folders in just two steps.

Of course clients cannot modify or delete our folders.

Compartir carpetas segun permisos de acceso

The advantages of sharing documents with clients.

Centralization, organization and accessibility.

When customer documents are centralized, files no longer depend on emails sent and received by individual employees. Everyone knows where they are.

Customer satisfaction and company efficiency.

This way, the customer knows that they have all the information available on their phone or on the web.

Efficiency in locating customer files has improved dramatically.

Privacy and data protection.

If customer files are not distributed on employees' computers we can guarantee their privacy.

We step up on data security and protection.

Savings in answering phone calls and emails requesting files.

On average, companies save up to 80% of calls and countless emails sending attachments.

If after sending an email, the customer has not saved the file, he will simply call the company and request it again.

All this is avoided if we send a login to the client, access to the place in the Cloud where their shared documents are.

In addition, thanks to the activity log, you can check when the client accessed his files.

Reduce wasted time due to errors.

Sending versions of documents that have not been corrected or updated are one of the main causes of lost time in companies.

This is typical when sending files by email. This results in new calls, confusion and more time spent on simply getting a document to a customer.

When it comes to file sharing, it is best to share files from our centralized storage location in the cloud.

When you centralize your files, you will always have the correct and up-to-date versions of your documentation.