Auto Document Download
SS&C Intralinks Secure Document Exchange
Many types of organizations--banks, investment managers,

processes, projects, reputations, sensitive information andconsultants, advisors, law firms and more--receive, evaluate

more, at risk.

and manage massive volumes of documents daily for a variety

Intralinks’ secure file sharing platform and virtual data roomsof purposes: loan applications, deal documents, investment(VDRs) can be configured to automatically download/upload

reports, client on/offboarding, know-your-customer (KYC)

documents to solve for error-prone practices and manage

compliance to name a few. The information involved isinformation risk. Our consultants can design and implement

usually highly confidential, containing materially non-publica solution to systematically and securely retrieve files andinformation (MNPI) and customers’ personally identifiabletransfer to VDRs or other digital repositories based on yourinformation (PII). It is too dangerous to rely on manual and/organizational parameters.

or paper-based systems to handle large volumes of thesesensitive files – whether incoming or outgoing – that put

Without Intralinks
The process may depend on manual download/upload, categorization and assignment to internal repositories, which can be prone toerror, delays and security issues.

Customers, partners and/or other users upload
content as needed.

Files routed
to temporary
repositories.

Employee monitors various
digital repositories, checks
for new or updated files.

Employee manually
downloads files and assigns
to internal repositories.

With Intralinks
Documents are uploaded/downloaded automatically based on schedule, metadata and other factors specified by your organization. The
entire process and all Intralinks VDRs and document repositories are backed by advanced encryption and multiple layers of security.
Additionally, Intralinks is ISO 27701 certified which means we meet the highest standards of data privacy and security. In our 25+ year
history we have facilitated the largest and most complex strategic transactions involving MNPI and PII.

Customers, partners and/or other users upload
content as needed.

intralinks.com/contact

Files are routed to secure
Intralinks VDRs and encrypted
in-transit and at-rest.

Files are evaluated and transferred to destination
repositories (Intralinks VDR, organization’s longterm retention or back-end processing systems).

© 2024 SS&C Intralinks, Inc. | All Rights Reserved | 1

PROBLEMINTRALINKS BENEFIT

Manual monitoring of multiple document

Automated monitoring of repositories and document

repositories and changes to documents.

updates; immediate and efficient download/upload
and assignment to appropriate locations.

Errors and data loss from manual examination ofAutomation via metadata and auto-categorization,

files and updates, as well as manual transfer andas well as data encryption, mitigate the risk ofcategorization of thousands of documents.

data loss.

High cost of resources and inefficiencies.

Full digitization of process dramatically reduces costs
and enhances user/customer experience.

Risk of non-compliance with data privacy laws.

Advanced encryption, audit trails and reporting ensurecompliance with data privacy laws and regulations.

About Intralinks
Intralinks is the pioneer of secure file sharing and virtual data room (VDR) technology. Our solutions have facilitated strategic initiatives
such as mergers and acquisitions, capital raising and investor reporting. More than USD 34 trillion worth of financial transactions
Intralinks have been securely and efficiently executed on the Intralinks platform.

Bank-grade security

Trusted partner and brandWe incorporate multiple layers of protection at the data center,Our 24+ year history means that we have long-staying

employee, product and individual file/document levels. Rely on

relationships with all the major banks who trust our

two-factor authentication, SSO, DDoS protection and more.

brands, service and the security we consistently deliver.

Independently verified and certified

Financial and operational security

More than 450 independent, client-led security audits andIntralinks is backed by parent company SS&C, a USD 6

penetration tests of our data centers have been conductedbillion revenue company with a 30+ year history in fintech.

since 2014. Numerous certifications are available to support
regulatory and risk assessments.
For more on our products offering, visit intralinks.com/productsContact us for more information intralinks.com/contact/sales

intralinks.com/contact© 2024 SS&C Intralinks, Inc. | All Rights Reserved | 2