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©2018 by B4Finance

DMS 34

Data Management System

Allows you to manage an unlimited number of encrypted files that are accessible from anywhere, keep them in categories you define, while simultaneously improving their circulation.

Benefits

Easy configuration

Our flexible platform allows you to categorize files by client, file type, activity and organize them under folders and sub-folders with just a click of your mouse.

Secure sharing

E-Signature capabilities

Secure storage and audit trail

With industry-recognized security credentials (ISO 27001 certified) and customizable permission settings, you can safely share documents with internal and external parties.

Send the document directly from our platform to your clients to capture their online signature and have the process complete in minutes.

Secure BlockChain usage log for each document that provides a permanent and unforgeable record of who handled each document, when and with whom it was shared.

How it works

 Working space set-up

Customize your workspace with a fully configurable platform that lets you control the document structure, security, permissions, and notification settings.

Upload

Access your working space through your browser from any desktop or mobile device without the hassle of additional software or plugins. Our proprietary technology automatically formats your uploaded files to make them viewable in your browser.

Share

Through advanced permissions settings, you can share the documents with clients and internal teams in order to facilitate sales, due diligence, audits, and other critical processes for your business.

Track

All changes related to your documents (versioning, notifications, downloads, uploads, views, updates, comments etc.) are tracked, encrypted and stored on a permissioned BlockChain.

B4FINANCE