Imagen del cliente

Una empresa tecnológica líder en la venta a otras empresas recopila acuerdos de políticas con la función de firma electrónica con varias partes de DocSend

Una empresa tecnológica que crece rápido necesitaba una solución de gestión de documentos y firma electrónica segura para acompañar a sus clientes y empleados internos.

El contexto de la empresa

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.

El reto

Antes de usar DocSend, un responsable de seguridad técnica de la empresa tenía que enviarles los documentos de seguridad a los empleados para que los firmaran electrónicamente con DocuSign. Todo esto era demasiado costoso y complicado para un simple flujo de trabajo interno. Además, el equipo de asistencia al cliente no tenía una forma lo suficientemente segura de compartir documentos confidenciales con los clientes.

La solución

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.

Compartir de forma segura documentos confidenciales con los clientes

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.
Technical Security Manager
Technical Security ManagerCustomer Engagement Technology Platform

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. 

Dejar DocuSign y empezar a simplificar la ampliación del equipo

El responsable de seguridad técnica de la empresa —como persona encargada de las políticas y prácticas de seguridad— quería probar otras formas de usar DocSend dentro de sus funciones. La ciberseguridad influye en todos los aspectos del negocio, incluidos los legales, de RR. HH., informáticos y de asistencia al cliente. En particular, todos los nuevos empleados tienen que firmar un paquete de políticas de ciberseguridad internas para incorporarse al equipo; después, lo firman una vez al año. El responsable de seguridad técnica pensó que DocSend podría aportar una forma más sencilla de recopilar documentos de políticas firmados por los empleados.

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.
Technical Security Manager
Technical Security ManagerCustomer Engagement Technology Platform

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.
Technical Security Manager
Technical Security ManagerCustomer Engagement Technology Platform

Una solución de firma electrónica de varias partes optimizada y rentable que permite controlar documentos de políticas de ciberseguridad

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. 

Una mirada hacia el futuro: mejorar la incorporación y la experiencia de los clientes

El equipo de seguridad técnica de la empresa usará DocSend para mejorar el proceso de incorporación a medida que la empresa vaya creciendo. En año que viene, esperan unificar las hojas de presentación de políticas con un sistema externo que les permita mantener el control de versiones. Por otro lado, el equipo de asistencia al cliente seguirá enviando información confidencial a los clientes sabiendo que sus documentos están protegidos con contraseñas y enlaces con vencimiento en DocSend. Esto es lo que explica el responsable de seguridad técnica: “Tanto mi propio equipo como los de asistencia están encantados con DocSend, y creo que les gustará todavía más cuando la empresa crezca”.

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