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Recieving Documents Securely in SharePOint

Dean Loudermilk 1 Reputation point
2021-04-16T09:22:59.573+00:00

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?

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  1. Jerry Xu-MSFT 7,941 Reputation points
    2021-04-19T05:42:36.377+00:00

    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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  2. Dean Loudermilk 1 Reputation point
    2021-04-19T11:59:29.117+00:00

    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?

  3. David Burson 0 Reputation points
    2024-02-16T18:02:26.9666667+00:00

    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.

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