The Complete Guide to Online Secure File Sharing
Secure document transfer continues to be a priority for a growing number of organizations. The best method depends primarily on the information contained in the documents, who you are sharing them with and for how long they need to access them. Cloud storage is perhaps the single most popular solution. However, it’s not your only option, nor is it the most practical when you need to share highly sensitive information.
With CapLinked, Sharing Files Online is Secure and Easy
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- Unlimited access to CapLinked for 14 days
- Dedicated workspace for your team to share and collaborate
- Advanced admin controls for additional document security
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Secure document sharing continues to be a priority for a growing number of organizations. The best method depends primarily on the information contained in the documents, who you are sharing them with and for how long they need to access them. Cloud storage is perhaps the single most popular solution. However, it’s not your only option, nor is it the most practical when you need to share highly sensitive information.
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Why You Should Care About Your Document Security
Every organization may have different reasons for sharing sensitive or confidential documents, but they all must give their utmost attention to the security of such information. In particular this includes information about the following:
- Upcoming projects or business transactions.
- Research and development.
- Financial details.
- Customer information.
- Supplier or business partner information.
Whenever information belonging to third parties — such as clients, employees and business partners — is involved, your firm could be subject to lawsuits if it should fall into the wrong hands. That’s why secure file storage and transfers are the foundation of your cyber security strategy.
Best Practices for Secure File Sharing
Secure file sharing is a combination of advanced software, consistent company protocols, and individual best practices. Consider the following tips to keep your sensitive files safe from unauthorized access:
- Start with an enterprise-grade secure file transfer system – Rather than using simple file sharing such as Google Drive or Dropbox, opt for a file transfer service with centralized security controls, expiry date options, encrypted file sharing, and more.
With industry-recognized security credentials and certification from AICPA SOC 2, CapLinked meets the strictest standards, protecting physical and digital data and privileged financial information in accordance with international protocols. When you use our VDR to share your enterprise’s data and assets, you can rest assured your information is readily accessible and reliably secure. Set access controls for sensitive data – Send files securely to only the person meant to see them. Customizing user permissions for different folders can also help you organize incoming large files by levels of confidentiality. Creating private file-sharing protocols lowers the likelihood of unauthorized viewing.
Provide employee education – Work with your Information Technology department to train employees on individual information security practices. These can include using multi factor authentication, setting complex passwords, and learning to manage secured file transfers remotely.
Use a cloud-based secure file exchange – Cloud-based systems are quick to install and can be accessed by company personnel from all over the world. Ease of access and well-managed file transfers allow for streamlined collaboration. Advanced cloud-based systems such as Caplinked also include tools in compliance with GDPR and other data privacy regulations.
Other File Sharing Platforms
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Hidden Fees
Legacy client portals only offer contracts based on page or data usage. This causes deals to run over budget and unexpected fees when it comes time to pay the bill.
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Clunky Interface
Older client portals were designed in the 1990’s, and haven’t seen a facelift since. They can be confusing and difficult to manage, leaving the user vulnerable to costly mistakes. Imagine accidentally giving document access to the wrong group!
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Annoying Installs
Older client portals require insecure and irritating plugins and external software to use DRM, Watermarking, even to upload a single file. Everyone has to download and maintain extra software just to use these older products, and your documents are susceptible to security breaches in each of these plugins.
CapLinked’s Solution
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Flexible Pricing
With CapLinked, you’ll know your total cost from the start. Never be surprised by hidden fees or get charged extra for adding users or files. Focus on your deals, not your final bill.
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No Plugins
Never deal with the hassle of external software or plugins again. Access CapLinked through your browser from any desktop or mobile device, and rest easy knowing all your files are safe and secure. Secure file transfers have never been more convenient.
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Easy to Use
Every feature within CapLinked is built to streamline your existing workflow and save countless hours of valuable time. Our intuitive interface means you can get up and running in no time. No lengthy trainings or frequent calls to support. We couldn’t make it any easier if we tried.
File Sharing Methods & Risks
- Secure File Transfer Protocol (SFTP)
- Peer to Peer (P2P) File Sharing
- File Sharing through Cloud Services
- Email Attachments
- Portable Physical Storage
- Home Computers
- Human Error
- Inside Attacks
Why CapLinked is the Leader in the VDR Technology
Many companies trusted CapLinked as their online file sharing platform. CapLinked offers the following features:
- Military-grade 256-bit encryption
- SSAE18 certified servers
- HIPAA and SOC 2 compliance
- Plugin-free technology that eliminates software updates and associated security threats
- State-of-the-art DRM technology
- Digital watermarking with customization options
- Full-featured activity tracking
- 99.95% Guaranteed Uptime Service Level Agreements
How to Use CapLinked to Share Documents Online Securely
Once you enter a CapLinked VDR Workspace, you will immediately see that all of the sophisticated technology that protects your documents has an easy-to-use interface that allows you to quickly set up your VDR exactly as you need it, without a steep learning curve.
Getting started with CapLinked is very easy, as the following steps make clear:
- Create a free account. There is no need for credit card information or any other details. All you need is your workplace email address.
- Login.
- Create a folder, or several folders side-by-side or in a tree.
- Upload a test document, or several.
- Set up group permissions for non-administrators.
- Invite colleagues to a group within the Workspace.
Learn How to Securely Share Files Online
The Right Plan for Your Business
CapLinked has you covered, whether conducting due diligence and closing deals are a part of your business’s core initiatives, or you just need a data room for a one-off project.
Team
Our starter virtual data room plan grants teams access to the secure document sharing and advanced security features they need.
What You Get:
- Flexible Storage for your project needs.
- Unlimited Guest Users to easily involve external collaborators.
- Advanced Security Features, including custom watermarking and digital rights management (DRM).
- Enhanced Search Tools with OCR technology for efficient document locating.
- Activity Tracker Reporting to monitor all platform activity.
- Permission-Based Access Controls to protect sensitive data.
- Time-Saving Tools like bulk invites and an EZ Q&A feature.
- Unlimited Support & Training Tools, so your team is always set up for success.
- Must-Have Compliance Standards like SOC 2 ensuring your data remains protected.
- No long-term contracts required.
$299/month
Get access to the tools and peace of mind you need at an unbeatable value. Start your 14-day free trial today and see how CapLinked simplifies your work.
Enterprise
Our enterprise plan is ideal for companies that conduct due diligence and close deals as part of their core business functions. Enterprise clients receive exclusive access to Concierge Services.
Why Choose Enterprise?
- Unlimited Secure Data Storage for seamless deal management.
- Personalized Concierge Services with expert onboarding and a dedicated success manager.
- Enterprise-Grade Security with advanced IP whitelisting, real-time virus scanning, and secure SAML-based SSO.
- Custom API Integrations for streamlined workflows tailored to your processes.
- Advanced Tools like PDF editing, redaction, and robust permission controls.
- Guaranteed Reliability with a 99.9% uptime SLA and continuous threat detection.
Exclusive Benefits
- 24/7 Priority Email and Phone Support, any time you need it.
- Full-Service Setup with data migration and ongoing personalized project support.
- Advanced Customization Options like custom login integration and workflows.
Contact us to receive a fully customized solution at a competitive price. We’ll even match any comparable written quote! Click below or call us at (888) 799-6849.
More Solutions from CapLinked
Browse more of our solutions to optimize your deal process and close more.
Asset Sales & Purchases
Close deals faster by keeping all parties on the same page with our centralized platform complete with a full audit trail.
Document Management
Confidently share and manage your most sensitive files and documents using the industry’s leading solution.
Due Diligence Data Room
Review financial records and other sensitive documents for M&A due diligence in a secure environment.
Financing
Manage the financing of your business with a a powerful and secure platform to share documents and collaborate with internal and external parties.
Legal Compliance
CapLinked’s legal practice management allows partners, stakeholders, and other collaborators to share and view sensitive IP with customized permission levels and user activity tracking.
Bankruptcy and Restructuring
Data rooms for bankruptcy and restructuring streamline the process by providing effective management tools including DRM and access management.
Frequently Asked Questions
Without using a secure virtual data room, data can be breached through unwanted external sources and password sharing.
While there are endless ways to share files online, the most secure way to transfer confidential information is through a virtual data room (VDR) that protects and encrypts your data end-to-end. Caplinked provides a secure platform to conduct and share information with ease.
You need to evaluate each online file sharing platform based on several essential factors, from the control capabilities, compliance and industry standards, to customer service. Please read the 7 features each document security system should have.
No, those online sharing platforms don’t provide enough security for your due diligence. In 2016, file hosting site Dropbox was hacked. Millions of people had their login credentials exposed, which prompted the company to reset all passwords going back four years. Learn more which secure file sharing platform you should use here.
A transaction room allows all parties to sign documents easily. However, it may not be a secure file sharing platform. In some situations, such as due diligence before an M&A deal, may require a higher level of security that a virtual data room provides. Know the difference between a transaction room and VDR before sharing any file online.
The due diligence process before a merger and acquisition deal will work on highly confidential documents like financial statements, assets, employees data and payroll. In addition to that, there are several parties working on the report. CapLinked makes it easier to compile your due diligence report by enabling your staff to track changes in files, manage file permissions, and even revoke access after download.
You can secure your Word Documents by making them Read-Only and/or encrypt them with a password. However, if you are working on highly sensitive materials, individual document protection is not enough.
You should encrypt your business documents, especially if they contain confidential information and will be shared with multiple people. The level of encryption may vary depending on your business needs. Learn more about types of encryption here.
CapLinked provides a secure document sharing platform for all types of business. It enables different parties to share data and communicate without the risk of any information breach.
User access can by monitored, adjusted, and/or removed at anytime by administrators to the dataroom via the Permissions module on the CapLinked browser.
