배경
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.
도전과제
DocSend를 사용하기 전, 이 회사의 기술 보안 관리자는 DocuSign을 사용해 직원 보안 문서를 전송해 전자 서명을 받았습니다. 하지만 단순한 사내 워크플로에 DocuSign을 사용하기에는 가격이 너무 비쌌고 방법도 복잡했습니다. 또한, 고객 지원팀에는 고객들과 민감한 문서를 안전하게 공유할 수 있는 방법이 필요했죠.
해결책
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.
고객과 민감한 문서를 안전하게 공유
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.
DocuSign에서 전환한 후 간소화된 직원 온보딩
조직의 보안 정책과 실무를 관리하는 사람으로서 기술 보안 관리자는 본인의 역할 내에서 DocSend를 활용할 수 있는 다른 방법들을 모색하고 싶었습니다. 사이버 보안은 법률, 인적 자원, IT, 고객 지원을 포함해 비즈니스의 모든 방면에 영향을 미칩니다. 특히, 모든 신규 직원은 온보딩 시 사내 사이버 보안 정책에 서명하고 매년 서명을 업데이트해야 합니다. 기술 보안 관리자는 DocSend를 사용해 서명이 완료된 직원 정책 문서를 더 간편하게 수집할 수 있을 것이라고 생각했습니다.
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.
사이버 보안 정책 문서 추적을 위한 원활하고 비용 효율적인 다자간 전자 서명 솔루션
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.
밝은 미래: 온보딩 프로세스와 고객 경험 향상
회사의 기술 보안팀은 DocSend를 사용해 회사의 성장에 따라 온보딩 프로세스를 개선해 나갈 예정입니다. 내년에는 버전 관리를 유지하기 위해 제삼자 시스템을 사용해 정책 설명서를 통합할 계획입니다. 또한, 고객 지원팀은 DocSend를 사용하면 문서가 비밀번호와 만료일로 안전하게 보호된다는 사실을 알고 있어 안심하고 민감한 정보를 고객들에게 전송할 수 있습니다. 기술 보안 관리자는 "기술 보안팀과 고객 지원팀이 DocSend에 매우 만족해하고 있다. 향후 회사 규모가 커지면 만족도가 더 높아질 것이다"라고 전망합니다.
