Finance Industry Use Cases
From statements and investment memos to KYC/KYB packets, LockYourDoc helps financial organizations deliver Docs securely with watermarking, revocable links, and detailed audit logs.
Why secure distribution matters in finance
Financial institutions trade in trust. Clients expect privacy when they share sensitive materials like statements, tax forms, and investment proposals. Traditional file sharing exposes more information than necessary. LockYourDoc keeps raw files private by using streamed delivery with server‑side watermark injection, discouraging uncontrolled redistribution and enabling traceability for compliance.
Revocable links offer control over who sees what and when. If circumstances change, deactivate access instantly or limit views to a defined threshold. These controls, coupled with a complete access timeline, help you satisfy internal policies and external regulations.
Use cases across retail, institutional, and advisory
Wealth advisors can share investment memos and quarterly reports, then monitor access to ensure clients have engaged with the materials before calls. Banks can distribute KYC/KYB documentation to counterparties, with link expiry and view limits aligned to internal policy. Fintech teams can transmit sensitive Docs to partners and auditors in ways that preserve confidentiality while remaining efficient for recipients.
E‑signatures add execution to distribution. When it’s time for consent or agreement, LockYourDoc captures signer metadata and timelines, creating a record suitable for audit and governance. With organizational defaults and workspace‑level isolation, large teams maintain clarity over access and responsibilities.
Clarity for compliance and audit
Regulators and auditors want to see policy applied in practice. LockYourDoc’s link‑level governance illustrates exactly how each Doc was accessed, how many views occurred, and when signatures were completed. Watermarks provide visible deterrence and a trail that ties printed outputs to specific links.
Client experience that builds trust
Clients deserve simplicity. LockYourDoc’s viewer foregrounds content while communicating watermarking and restricted behaviors. Teams can update Docs or withdraw access without creating confusion or version drift.
Getting started
Many teams begin with a single workflow—statements, memos, or KYC—then expand usage as they see value. The Free plan supports up to 5 total Docs (2 active) and email support, while Pro offers custom domains and advanced watermarking. Payments are secured by Razorpay.
FAQs
Can I enforce expiry windows?
Yes. You can set time‑based expiries, deactivate links, and limit by maximum views.
Do you support multiple signatures?
Yes. Signature counts and signer metadata are tracked per Doc with clear timelines.
Can I prevent raw file downloads?
Raw files are not publicly exposed. Docs are delivered via streamed, server‑side watermarking to discourage uncontrolled redistribution.
How do large teams manage access?
Organizations, workspaces, and roles provide isolation and clarity at scale.