Introduction
In today's fast-paced business environment, sharing files securely and efficiently is essential for smooth collaboration. RecordsKeeper.AI simplifies this process with its advanced file submission and sharing capabilities. This guide will walk you through how to use these features to securely share documents with colleagues, clients, and stakeholders while maintaining full control over your sensitive information.
Submit & Send Files with RecordsKeeper.AI
Requesting Files from Others
Create a File Request
Navigate to the File Requests section in your RecordsKeeper.AI dashboard
Click "Create New Request" to specify what files you need
Set permissions, expiration dates, and required file formats
Add recipient email addresses for automatic notifications
Customize Your Request
Add a personalized message explaining what files you need
Set deadline reminders to ensure timely submissions
Enable notifications to alert you when files are submitted
Track Submission Status
Monitor which requests are pending, completed, or expired
Send automatic reminders to recipients who haven't submitted files
Access all submitted files in one organized location
Accessing Shared Files
The File Access section provides a central hub for all documents shared with you. Here's how to navigate this feature:
View Shared Files
All files shared with you appear in the "Files Shared with You" section
Files are organized with clear information about who shared them and when
Use the search bar to quickly locate specific files by name or content
Sort and Filter
Click column headers to sort files by name, date, or creator
Apply filters to find documents from specific time periods or users
Customize your view to prioritize recent or important files
File Actions
View files directly in the browser without downloading
Download files securely to your device when needed
Track file activity including views and downloads
Security and Compliance Features
RecordsKeeper.AI ensures your file sharing remains secure and compliant:
Blockchain-Verified Transfers: Each file transfer is recorded on blockchain for tamper-proof verification
Access Controls: Set granular permissions for who can view, download, or share files
Audit Trails: Track complete history of file access and transfers for compliance reporting
Encryption: All files are encrypted in transit and at rest for maximum security
Best Practices for File Sharing
To get the most out of RecordsKeeper.AI's file sharing capabilities:
Organize with Tags: Apply consistent tags to categorize files for easier retrieval
Set Expirations: Use automatic expiration dates for sensitive documents
Use Verification: Enable receipt confirmation for critical file transfers
Create Templates: Save common file request formats as templates for future use
Conclusion
RecordsKeeper.AI transforms the way you share and request files, eliminating the chaos of email attachments and unsecured file transfers. With its intuitive interface, powerful security features, and automated workflows, you can focus on your work while ensuring documents are shared securely and efficiently. Start streamlining your file sharing processes today for better collaboration and enhanced security.