Four Steps for Controlling Source Documents

woman typing on laptop in front of windowCharge less for more efficient methods. Reward your clients.

By Penny Breslin
It’s Not Just the Numbers

Permissions are key. In our company only three people have a connection to their local C drive from our managed server. Also, we can track who is logged in, from where, how long and what they accessed.

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If documents are in our cloud storage, the permissions to download them can be turned off. Viewing is done from within the document storage app. Nothing is perfect. They can still take a screenshot but we attempt to keep things as closed as possible while still allowing for work and efficiency.