Document Upload Process
Sharing the right documents with the right people requires getting them uploaded in an organized in manner.
Many users have their data organized before they upload it to their VDR.
Prior to this project, for a user to see what their customers had access to, they had to upload their folders individually. This was time consuming and not the most efficient way to populate their VDR.
We modernized the upload process to include both Drag & Drop functionality and uploading folder structures.
The new document upload wizard gives the users the ability to bypass the process all together, and upload the documents. But it also affords the user uploading their documents to take each of the steps to upload their documents customizing the permissions and alerts.
