Document Security and Compliance Controls
Protect sensitive records and make decisions easier to trace.
Control the information behind your business processes
Sensitive records need more than storage. Organisations need to define who can see them, which actions people can take and how records are retained. Docuworx builds these requirements into the document and workflow systems we configure. The document management platform provides the repository; permissions, activity histories and workflow automation support control around each record. We agree the controls with your team so they reflect the information, people and processes involved.
Make access, decisions and record handling accountable.
Key Outcomes
Put practical controls around business information
Secure cloud infrastructure
Use a managed cloud environment with security responsibilities defined for the deployment.
Encrypted information
Protect data in transit and at rest within the configured environment.
Role-based access
Set permissions for viewing, editing and processing records according to responsibilities.
Governed processes
Combine access rules, workflow decisions and document history to support oversight.
Store
Identify in-scope records and place them in a structured repository.
Control
Agree roles and permissions for sensitive records and process actions.
Track
Make relevant document activity and workflow decisions available for review.
Govern
Apply agreed retention rules and review access and responsibilities as requirements change.
Use Cases
Apply controls to different kinds of records
Apply the controls to the records and responsibilities in each process.
Employee information
Restrict personnel records and supporting evidence to authorised roles.
Financial records
Retain invoices and approval history for the finance team to review.
Contracts and agreements
Control access to executed versions, amendments and supporting decisions.
Customer and supplier information
Define who can use submitted documents and how those records are handled.
Core Capabilities
Connect record security with process governance
Document Management Platform
The document management platform structures records, retrieval and permissions.
Workflow and Process Automation
Workflow and process automation assigns approval responsibilities and records decisions.
Intelligent Data Capture
Intelligent data capture brings incoming documents into an agreed process with checks for uncertain information.
Integrations
Integrations define which information moves between applications and how failed exchanges are handled.
Cloud Infrastructure Security
Our cloud infrastructure and security information explains the hosting considerations to assess for your deployment.
Compliance and Governance
Compliance and governance bring policies, retention and process responsibilities into the design.
Use Cases
Support the evidence your organisation needs
Examples of processes that can be configured to your requirements.
Integrations
Understand the complete information path
A document process may use a repository, capture service, sharing portal and connections to existing systems. Docuworx identifies where information is processed and stored, who can access it, and who manages each component. We can deliver solutions hosted in Microsoft Azure in Australia. Confirm the data residency and security requirements for the full deployment during scoping, including any connected services.
Results
Review whether the controls are working
Agree on a baseline and review the process after implementation.
Review whether permissions match current roles and responsibilities.
Check that you can retrieve the relevant record and approval history.
Review retention settings and outstanding governance actions.
Get started today
Discuss the records and controls your organisation needs
Tell us which information is sensitive, who needs access and what evidence your organisation must retain. We can define the controls and supporting documentation needed for the proposed process.
