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2019-12-13
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2021-02-12
Set Access to Investor Proposal Template Feature
The Set Access to Investor Proposal Template feature streamlines how you manage investor proposals. With this tool, you can customize who sees your proposals and maintain control over sensitive information. It simplifies your workflow and enhances collaboration with team members and investors.
Key Features
Customizable access levels for team members and investors
User-friendly interface for easy navigation
Secure sharing options to protect sensitive data
Audit trail to monitor who accessed the proposals
Quick adjustments to access settings
Use Cases and Benefits
Enhance collaboration by controlling who views proposals
Increase security by limiting access based on roles
Improve communication with tailored information sharing
Streamline proposal management for faster reviews
Meet compliance standards by safeguarding data
This feature addresses your need for better control over investor communications. By setting access levels, you can ensure that each person receives the right information, when they need it. This not only reduces the risk of leaks but also helps in building trust with your investors.
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