Four questions to answer before you send anything
The processes differ, but the decisions behind them repeat. Before a single file leaves your hands, it helps to settle four things: who needs to read what, whether they should be able to keep a copy, how long they need access, and what record you will want once it is over. Every guide below comes back to those questions.
- Give each outside party its own group, so it sees only the folders meant for it.
- Make personal and commercially sensitive files view-only, so readers see watermarked pages and never receive the original.
- Ask visitors to accept your confidentiality terms before they enter.
- Track requests on a shared list instead of in email, so everyone can see what is outstanding.
- Put an end date on access, and revoke it when the matter is finished.
- Keep a record of every view, download and change.
ShareAndGo does each of these. It is part of MyAndGo, so one login covers ShareAndGo for data rooms, SignAndGo for e-signing and BookAndGo for booking.
Each guide starts with the records a process usually involves, then sets out a practical way to share them: how to structure folders, who belongs in which group, what to keep view-only and how to close access at the end. Where a US body or practice is relevant, such as the IRS, the SBA, SAM.gov or a franchisor's transfer process, the guide says so. Pick the process closest to yours and adapt the checklist with your advisors.