Recieving Documents Securely in SharePOint

Question

Recieving Documents Securely in SharePOint

Dean Loudermilk 1

We have a mortgage brokerage so we need to get financial documents in a secure manner from our customers.

What is the best way that I can send something to a third party outside my organization so that person can upload documents securely?

qurat.ul.ain lagharibaloch 0 Reputation points

2024-07-21T15:00:38.55+00:00

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3 answers

Your answer

qurat.ul.ain lagharibaloch 0 Reputation points

2024-07-21T15:00:38.55+00:00

We have a best costimization or E-commerce website http//www.Daraz.com

Answer 1

One secure way for mortgage brokers to receive documents from third parties outside their organization via SharePoint is by utilizing SharePoint's external sharing features. Here's a step-by-step guide: Set Up External Sharing: Ensure that external sharing is enabled on your SharePoint site. You can configure this at the site collection level in SharePoint Admin Center. Create an External Sharing Link: Navigate to the document library where you want to receive the documents. Select the document library, click on "Share," then choose "Anyone with the link" option. You can set an expiration date and password if needed for added security. Share the Link: Once you've generated the link, share it securely with the third party, such as clients or partners in the mortgage industry, via encrypted email or a secure messaging platform. Ensure that the recipient knows to upload documents only through this link. Monitor Uploads: Regularly check the document library to see if any new documents have been uploaded. You can set up alerts to notify you when new documents are added. Secure Access: Consider implementing additional security measures like requiring users to sign in with their Microsoft or other approved accounts to access the shared link.

By following these steps, mortgage brokers can securely receive documents from third parties outside their organization using SharePoint.

Answer 2

Dean Loudermilk 1

Let me see if I can clear up the confusion.

We are a mortgage company and we use SharePoint. Let's say we get a new client, Mr. Smith. To start the loan process I need to get pay stubs and tax documents from Mr. Smith. I do not want Mr. Smith using email to send documents for security reasons. Does SharePoint have any way that I can send a link/email/form/whatever so that Mr. Smith can upload the documents securely?

Jerry Xu-MSFT 7,961 Reputation points

2021-04-20T08:30:43.133+00:00
Hi, @Dean Loudermilk ,

Thanks for the detailed feedback. For the scenario, I have two options available for you. You can choose the one fits you better

If you need to collaborate with Mr. Smith for a period and share recourses with him, you can invite Mr. Smith as an guest user . After that share a certain library for uploading to the guest account. When sharing, you can send a link to the mailbox of Mr. Smith's account. He just need to view the invitation email, click on the sharing link. He will gets redirected to the library where he can upload required documents. In this way, Mr. Smith still needs to use the guest account to log in. The admin in you company also can remove the guest account in Azure AD at any time. Before that, you can manage the guest account just like a member in your tenant.
Jerry Xu-MSFT 7,961 Reputation points

2021-04-20T08:35:38.157+00:00

And if this is a one-time business, just directly share a folder to Mr. Smith's work account. By default he will receive an email with a link saying some one in your tenant shared a folder to him. You can follow this blog to test this process. After everything is done, just remove the sharing link, Mr. Smith will no longer has the access to that folder.

I suggest reading this doc about external sharing if you are interested about it. Feel free to reply with any update.

Note: it is possible the sharing email be redirected to spam, have a check on that.

Answer 3

Hi, @Dean Loudermilk ,

For the part

send something to a third party outside my organization so that person can upload documents securely?

Are you holding the confidential documents now in SharePoint library and want to send them to a external user? And the user need to upload them to a different site? As long as the documents are held in SharePoint, SharePoint and OneDrive safeguard your data in the cloud. And we have external sharing feature available for you to enable external users have an access to these contents inside SharePoint, which is also protected by Microsoft.

According to your description, it seems your customer or you are using SharePoint and needs to send documents outside SharePoint for uploading. As I am not sure the whole process and actual requirements, not much I can say about a best practice. It may be better to open a service request or ask for a SharePoint consultant to get a whole solution for your scenario.

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