Sharing documents over WhatsApp has become an essential part of everyday communication, especially for businesses that need to share files quickly and efficiently. KRYSTAL DMS - Enterprise Edition takes document sharing a step further by allowing you to send documents directly via WhatsApp—whether to your team, partners, suppliers, or clients.

Instead of manually attaching files to emails or struggling with multiple versions, you can seamlessly share your documents from KRYSTAL DMS to WhatsApp. This not only improves efficiency but also ensures that documents are shared securely while allowing your team to access the latest versions wherever they are.


Key Benefits:

  • Quick and Convenient Sharing: Share documents instantly with team members, clients, or external partners using WhatsApp, directly from within KRYSTAL DMS. This simplifies document sharing, making it faster and more convenient.
  • Secure Document Sharing: With KRYSTAL DMS, you can send documents either as attachments or secure web-links. Web-links offer view-only access and can be time-limited, ensuring the document remains secure and accessible only to authorized recipients.
  • Efficiency for Business Communication: WhatsApp is widely used for communication across businesses, and integrating document sharing into this platform helps streamline workflows, reduce the back-and-forth, and minimize delays in accessing critical information.
  • Tracking Document Sharing: Stay on top of document sharing activities with detailed tracking. You can monitor who shared which document, with whom, when, and through which method (WhatsApp attachment or web-link), providing visibility and accountability in your document management process.
  • Simple Integration with WhatsApp Business Account: The feature integrates seamlessly with a WhatsApp Business Account, making it easy for businesses to manage document sharing from within the familiar WhatsApp environment while maintaining control over security and access.

How It Works:

  1. Sharing Documents via WhatsApp Attachment

    Share documents quickly by sending them directly as an attachment through WhatsApp. While this method is convenient, it may be less secure since anyone with access to the message can open the document.

  2. Sharing Documents via Secure Web-Link

    When you need to share sensitive documents, KRYSTAL DMS allows you to send documents as secure web-links via WhatsApp. These links give recipients view-only access to the document and can be set to expire after a certain period, ensuring control over the document’s access.

  3. Tracking Document Sharing Activities

    The system keeps a record of all document-sharing activities. You can easily see which documents have been shared, to whom, and through which method (WhatsApp attachment or secure link), giving you complete visibility.

  4. WhatsApp Business Integration

    To use this feature, businesses must have a WhatsApp Business Account. Once integrated, the document sharing process is seamless and straightforward, allowing you to share documents directly within the WhatsApp application.


FAQs:

Q: How do I share documents on WhatsApp from KRYSTAL DMS?
A: o share documents on WhatsApp, you need to have a WhatsApp Business Account. Once set up, you can easily send documents or secure web-links directly from KRYSTAL DMS to any WhatsApp contact.

Q: Is it secure to share documents as WhatsApp attachments?
A: Sharing documents as WhatsApp attachments is convenient, but it is less secure. For sensitive documents, it is recommended to share them as secure web-links, which provide view-only access and can be set to expire after a specified time.

Q: Can I restrict who can share documents via WhatsApp?
A: Yes, with KRYSTAL DMS, you can control who has the ability to share documents via WhatsApp by setting role-based and domain-based security. This ensures only authorized users can send sensitive documents externally.

Q: Can I track the documents I’ve shared via WhatsApp?
A: Yes, KRYSTAL DMS tracks every shared document. You will have visibility into who shared each document, who the recipient was, when it was shared, and whether it was shared as an attachment or a secure web-link.

Q: Do I need a WhatsApp Business Account to share documents?
A: Yes, to use this feature, you need to have a WhatsApp Business Account. It enables seamless integration with KRYSTAL DMS for document sharing within the WhatsApp platform.


With KRYSTAL DMS - WhatsApp Document Sharing, sharing documents has never been easier or more secure. Whether you're sending documents internally or externally, this feature allows you to send documents instantly via WhatsApp while maintaining full control over security and access. By integrating role-based security, secure web-links, and comprehensive tracking, you can ensure your document-sharing process is efficient, secure, and fully auditable.

See KRYSTAL DMS in Action!

Whether your organization is looking to go paperless, manage digital content or automate document-driven processes, KRYSTAL DMS is the right Document Management System for your needs.

Schedule a demo today with one of our helpful Document Management consultants.

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