Confidently find and send the right documents to a third party
Is your current bulk-transfer process manual and time-consuming? Is it a challenge to meet strict project or legislative deadlines?
You may regularly need to send documents to third parties, transfer them to a Data Room or different system internally. More often than not, you are probably sending more than is required, and there is always the risk that the one key document that is really needed will be left out or lost in transit (it happens to us all!).
SimSage’s search and workflow capabilities enable you to find and curate relevant documents that meet your exact criteria, which you can then package up for secure export.
You can complete document transfers more quickly and with the confidence that your recipient will have the relevant documents, without having to perform an extra filtering process.
Find out more about how you can configure SimSage
Benefits at a glance.
Search 300 + file types.
Mitigate financial & non-compliance risk (GDPR).
Empower staff to work efficiently and reduce frustration.
Tell us about your 'Use Cases' and we'll explore how SimSage can help
