With TechAlign, securely managing client documentation is central to delivering consistent and high-value MSP services. Uploading and organizing files in one place supports transparency and audit readiness, while our platform’s robust data security features ensure compliance and confidentiality. This guide walks you through uploading, categorizing, and protecting client documents in TechAlign, streamlining assessments and QBR workflows for alignment engineers, vCIOs, and admins.
Uploading Client Documentation
Navigate to the desired client profile in TechAlign.
Access the Documentation or Files tab.
Click Upload and select files for relevant assessments, QBRs, or configuration records.
Assign categories or tags (e.g., Network, Compliance, Licensing) for organization.
Organizing and Retrieving Files
Utilize category filters to quickly find documentation by type or project.
Leverage client-level folders to keep records distinct for each customer.
Attach documentation directly to assessments/QBRs for context and audit trails.
Ensuring Data Security and Privacy
TechAlign uses encrypted, role-based access to fortify information security.
Document access is logged for full traceability and accountability.
Regular backups protect against data loss.
Conclusion
Effective document management within TechAlign promotes reliable MSP workflows and upholds rigorous data security for your clients. By following these best practices when uploading, categorizing, and controlling access to client documentation, your team ensures smooth technical assessments, compliant QBRs, and long-term trust with customers.