Document Workflow
Intralinks Secure Document Exchange
Many business processes rely on the review of massive amounts

right time. Additionally, it can be expensive and time consumingof documentation by a number of individuals or parties, into route documents (whether via physical mail or email), as wella specific, organized sequence. Oftentimes this document

as highly risky, should there be a data leak or loss.

workflow involves multiple document versions, internal andIntralinks’ secure file sharing platform and virtual data rooms

external collaborators, and highly sensitive or confidential
information, such as materially non-public information (MNPI)
and customers’ personally identifiable information (PII), that
requires a rigorous workflow before sharing with external parties.

(VDRs) feature streamlined, automated document workflowthat solves for inefficient and unsecured review and approval
processes. Configure Intralinks’ workflow solution to mirror yourorganizations’ current approval processes – from the stakeholder

It’s too dangerous to rely on a manual and/or paper- or email-review sequence or hierarchy, approval dependencies, metadata,

based workflow to carry out these processes. It can be difficult

timelines and deadlines – to arrival at external clients, vendors

to ensure the right approvers review the right documents at theor regulators.

Intralinks streamlines complex, multi-step document workflow

Originator

Approver 1

Approver 2…

Approver N

Final destination•Sends document
for approval•

Receives email
notification•

Receives email
notification•

Receives email
notification••

Metadata
automaticallyvalidated or rejected•

Reviews & approves•

Reviews & approves••

Triggers delivery tonext approver•

Triggers delivery tonext approver(s)Reviews & provides
final approval•

Triggers completionof workflow

Approved
documentdelivered toexternal parties,groups orrepository

Entire process supported by:

Secure, ISO 27701 certified environment means Intralinks

Compliance reporting: Document access and activity reports

meets the highest standards of data privacy, security andavailable for risk and regulatory purposes

handling PII

Ease of use: Rely on system notifications to keep the process

Efficient document turnaround time: Reviewers are bound bymoving; centralized, defined workflow is “single source ofdeadlines, email notifications and reminders

truth”

Detailed audit trail: ALL activity including document receipt,

Automated backend with email notifications and permissioningedits, rejections, approvals, etc. are logged in real time

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ProblemIntralinks Benefit
No version control; potential for error with

Centralized, secure document repository

multiple approvers reviewing outdated

ensures version control and approvals in

documents

one systemMinimal to no visibility into progress; lack ofGranular audit trails and compliancedocument tracking, audit trails, compliancereporting document the integrity andreporting

defensibility of the entire process
Encryption, integrated redaction and

Unsecured process means high risk of loss

information rights management (IRM)or compromised dataprotect confidential and sensitive
information

Inability to keep reviewers to schedule;

Real-time electronic delivery, automatedprocesses can be time-sensitive, withemail notifications and reminders help tointernal and/or external deadlines

ensure efficient reviews and approvals
Full digitization of process dramaticallyHigh cost of resources and inefficiencies

reduces costs and enhances user/
customer experience

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 havebeen 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 25+ 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 brands,

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

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 billion

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

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
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