背景
Founded over a decade ago, a leading technology company's mission is to empower Fortune 500 brands to engage with their customers through a variety of channels at the right moment. To share confidential files with customers and carry out policy agreements with employees, this company relies on DocSend to securely safeguard and organize documents.
面临的挑战
在使用 DocSend 之前，该公司的技术安全经理使用 DocuSign 发送员工安全文档以供电子签名，这对于简单的内部工作流来说成本太高，也太复杂。此外，客户支持团队需要一种更安全的方式来与客户共享敏感文件。
解决方案
The team turned to DocSend’s secure document sharing and eSignature solution to safeguard sensitive cybersecurity documents that would go out to both employees and customers.
与客户安全共享敏感文档
When the company’s Technical Security Manager was first introduced to DocSend three years ago, the platform was used as a tool by customer support representatives to securely share sensitive information with customers. Technical support representatives would regularly interact with customers over email, sometimes sending over sensitive information about internal company security procedures. “We needed a safe way to easily turn on and off link access to ensure that the right information was being sent to the right individuals,” the manager shared. With DocSend, customer support representatives are able to safely send out sensitive materials regarding company policies with individual customers and control access to the documents for a defined period of time. This way, employees can securely control their company’s privacy and know exactly who is accessing internal Service Organization Control (SOC 2) reports - information that highlights how the company protects customer data.
DocSend’s robust document tracking and analytics provides more visibility and flexibility beyond just sharing a link on Google Drive.
Sometimes, customer support needs to share files on a support portal with customers that contain sensitive information about customer data. By hosting these documents in DocSend, customers can enter in a protected password and customer support representatives can be at ease that the documents are secure. The added layer of security in DocSend builds trust between the company and its customers. “If a customer needs a custom support solution, our support team will upload it to support folders and only share sensitive info with that customer,” the manager shares. DocSend provides both the company’s employees and customers with reassurance that their documents are protected from unauthorized parties.
替换之前的 DocuSign，以简化员工入职流程
作为在组织中管理安全策略和实践的人员，该公司的技术安全经理希望探索在自己的职位上使用 DocSend 的其他方式。网络安全涉及业务的每一个级别，包括法律、人力资源、IT 和客户支持。特别是，所有新员工在入职时都需要签署一份内部网络安全政策包，并每年更新他们的签名。该技术安全经理认为 DocSend 可以提供一种更简单的方法来收集签署的员工政策文档。
When you’re onboarded as a new hire or contractor, you sign an internal policy document in DocSend. I can track who has signed our security policies that are needed for yearly audits. It’s one less thing that human resources has to worry about.
Previously, the company’s technical security team was relying on DocuSign, which was too cumbersome of a solution for their needs. “There were too many overwhelming options and too many permissions, when I needed to collect basic employee signatures. The user interface and user experience was too much in DocuSign and it made it hard for me to keep track of who signed our policy documents,” the manager recalled. With DocuSign, the team needed to pay an additional license fee to access the software, which was too costly for the basic eSignature functionality they needed. However, the team realized they could instead try out DocSend’s eSignature feature, which was already included in their existing DocSend plan. They were already DocSend users, securely sharing documents with customers, so it made sense to give the software a try for its eSignature capability.
I can’t speak highly enough about DocSend. With multi-party eSignature, I can track in real time who has viewed and signed our documents. This insight cuts down on me having to ask HR about who's signed what or having to chase down signatures.
无缝衔接的和具有成本效益的多方电子签名解决方案，可跟踪网络安全政策文档
After trying out DocSend’s eSignature , the technical security team was impressed by how easy it was to securely send documents across the business. “As soon as you guys said you had multi-party eSignature, I knew it was time to stop using DocuSign,” the Technical Security Manager shared. Unlike DocuSign, DocSend is intuitive to use and has everything the team needs to collect over three-hundred employee signatures on internal policy documents. “Every year, we are audited and are required to provide yearly company-wide signatures on our data retention policy. DocSend’s multi-party eSignature lets us show auditors that we take our privacy seriously. We can even show the exact timestamp an employee signed an agreement,” the Technical Security Manager shared. The technical security team at the company is able to track who has signed documents and ensure that the company is compliant with strict cybersecurity policies.
展望未来：改进入职和客户体验
随着公司的持续发展，该公司的技术安全团队将使用 DocSend 来改进入职流程。明年，他们希望统一政策封面，使用第三方系统来维护版本控制。此外，客户支持团队将继续自信地向客户发送敏感信息，因为他们知道自己的文档在 DocSend 中受到密码和可过期链接的保护。正如这位技术安全经理所分享的那样，“我自己的团队和我们的支持团队对使用 DocSend 非常兴奋，我能看到，随着我们将来的扩展，这必定会持续增长。”
