Collaboration tools
The platform is designed to accommodate
internal and external stakeholders so that
investment providers and their service
providers can work together seamlessly.
Profile sharing & custom permissions
- Access to data can be carefully controlled through granular permissions; for instance, access permissions can range from view only to full download.
Shared project dashboard
- All users can access status information for each LockDoc.
NOTES
- Our notes feature allows your team to attach information to the project record of a specific LockDoc.
- Notes are time and date stamped and traceable.
- Only members of your team can view the notes on a LockDoc – they remain hidden from your clients.
Built-in messaging
- Built-in messaging tools offer a convenient channel of communication with your team and clients without leaving our secure platform.
- The functionality of email, without the inherent risk to sensitive client data.
- Platform-specific additions – like the ability to link your message to a specific LockDoc – ensure a streamlined process.
