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Boost Security and Compliance with Effective Document Processing Tools

By Isaac Maw | 2024 Nov 13

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3 min

Summary: Keeping documents secure to facilitate compliance requires specific tools and functionality. Access controls, version controls, automated workflows and secure storage form the foundation of a secure document processing application.

Document processing systems provide value to customers by enhancing workflows, delivering useful functionality, and allowing documents and information to flow smoothly in the course of business. But without security and compliance, none of these benefits can be realized.

To deliver these benefits to users, tools and platforms must be developed with effective document control management technology. Apryse SDKs are built to offer developers the right functionality to create powerful document processing solutions.

Take a look at how our SDKs can boost security in document processing applications.

Key Components of Document Control

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Access Controls | Access controls are critical for managing document security. They empower administrators to define and monitor which users or roles can access specific content, ensuring that sensitive data, like Personally Identifiable Information (PII) and other confidential documents, is protected. This control is essential for compliance with standards such as HIPAA and GDPR.

  • Our document generation tools include role-based and user-based permissions. In addition, the modular UI can be configured to provide custom views for specific roles or users.

Version Controls | Not only are version control tools useful for reversing unwanted changes, but they are also an essential function for maintaining an audit trail: understanding how, when, and by whom approvals, reviews and other efforts took place.

  • With WebViewer, comment and annotation metadata can be viewed to trace user inputs, and Compare Mode allows users to easily view and compare document versions, overlaid or side-by side.

Check out this PDF file comparison showcase demo to learn more about comparison!

Approval and submission framework | Controlled approval and submission prevents failures and improves security by ensuring that documents are handled in a consistent, correct process. Without an effective, software-supported process in place for workflows such as approvals, reviews and submissions, documents can be lost or forgotten, opening the door to failed compliance, missed deadlines and even security issues.

  • Our solution supports approval and submission workflows with powerful tools such as Review Mode in the DOCX Editor, which allows users to track changes including user and time, while eliminating the need to reload docx files or share changes via insecure methods such as email attachments.
  • The Apryse SDK also includes stamp, watermark and annotation tools in the PDF editor, allowing reviewers to call out changes and indicate approval. Of course, extensive digital signature features are also available, which are essential for approval and submission workflows.

Storage, record retention and archiving | The ability to archive and retain important documents for compliance with countless standards and regulations, especially in business, healthcare, legal, and education industries. However, it’s also essential to ensure that stored files are secure

  • Using our tools, documents can be converted into the PDF/A archival format and encrypted to facilitate secure storage and archiving workflows. Encrypted PDFs require a password to access, and permissions are configurable by the owner.
  • In addition to standard encryption, users can also work with custom security handlers and proprietary encryption algorithms.

Automated Extraction

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Setting business processes in place doesn’t help anyone unless the processes are adhered to. Effective software makes it easier for teams to maintain process adherence.

Create custom solutions for sensitive data using Apryse SDKs. For example, automate the redaction of sensitive information using our advanced search functionality, allowing users to search for regular expressions (RegEx) such as credit card numbers, social insurance numbers, and more. Combined with true redaction, which permanently removes elements between redacted areas, you can securely remove sensitive information from files before a user sees it. Advanced AI-Driven Table and Form Field Extraction also speeds document processing workflows.

Wrap Up

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SDKs are secure by design. Rather than relying on a third party service such as a SaaS product, an SDK is fully incorporated into your product, so you control where data flows. In addition to robust document security capabilities, Apryse is SOC2 compliant, meeting the highest standards of data security. With user permissions, encryption, approval and submission frameworks and archiving capabilities, the Server SDK offers all the functionality you need to maintain compliance. Ready to get started? Contact us today.

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Isaac Maw

Technical Content Creator

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