Share Documents Securely

Date: Jul. 30, 2014    Categories: document management , security , utilities

Updated - November 2018 - Time Matters no longer integrates with WatchDox. A replacement document sharing service is in the works.

For an excellent review of the leading document sharing services, see:

Best Enterprise File Sync and Share (EFSS) Providers - https://www.cloudwards.net/best-enterprise-file-sync

One of the best services, Egnyte, has recently been priced to be affordable for small firms.

Time Matters Secure Document Sharing

About Secure Document Sharing

With Time Matters 13 and a current Annual Maintenance Plan, you can share documents with clients and others. Time Matters 13 integrates features of WatchDox, a secure document sharing service.

In my opinion, two aspects of this service set it apart from alternatives:

• It makes receiving documents really easy for your clients.

• It allows you to send documents quickly from within Time Matters.

Share a Document

Advantages:

• Your client has no password to remember.

• Your documents are extremely secure and well protected.

• The document links in the e-mails you send work only for the recipients on their PCs.

• Strong encryption protects your documents without hassles.

When to Use Secure Document Sharing

• A document is sensitive.

• You don't want a document intercepted or left easily available as an e-mail attachment.

• You want to be sure that a client received a document.

• You want to assure your client that they can send or receive a document privately.

Set Up Secure Document Sharing

1. Click on the Time Matters Help menu

2. Go to: Contents > Sharing Documents > Administration Questions > How do I enable document sharing?

3. Follow the instructions

How to Share Documents

To share one or more documents with a client or other person:

1. Tag documents on Documents Tab of a Matter and click Share

2. Choose Client or add client's e-mail (that adds client to list for future sharing)

3. Click: Share Documents

An e-mail is sent to the recipient(s) and a confirmation e-mail is sent to you. No e-mail setup is needed for this feature to work.

What Your Client Does

1. Client receives and e-mail with a link.

2. Client clicks in the e-mail to receive an Authentication e-mail. Client only does this once.

3. Client receives the Authentication e-mail with a link to shared documents.

4. Clicking the link sets up document sharing tied to that computer.

When sharing more documents, an e-mail is sent for each document with a link. Client does not need to go through the authentication steps - just click the link in the new e-mail to open the document.

Client can open and send documents from a webpage:

https://clientshare.lexisnexis.com/documents

Read more about Time Matters Secure Document Sharing in the Time Matters Help on Sharing Documents.