Vantage Point
Back to Use Cases
RIAs

Secure Client Document Vault

Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+

Challenge

Inefficient distribution of client documents via email with security concerns, version control issues, and no audit trail.

Solution

Build secure client document vault in Experience Cloud with granular permissions, automatic notifications, version control, and download tracking.

Key Outcomes

  • Secure, compliant document sharing
  • Client self-service document access
  • Complete download audit trail
  • Automated notification workflows

Tags

document-vaultclient-portalriasexperience-cloudsecurity

Discuss Your Needs

Let's create a custom solution for your business.

Implementation Timeline

8-12 weeks
Medium Complexity

Related Services

Looking for a Similar Solution?

Let's discuss how we can address your unique challenges.