To ensure a smooth and secure implementation of Locktera Share Cloud, follow the steps outlined below. This guide will help you quickly set up and begin using Locktera Share to manage and securely share documents across your organization.

1. Define Your Organization’s Requirements

Locktera works with your team to establish a clear understanding of your needs and goals for using Locktera Share SaaS.

• Kickoff the Project: Locktera collaborates with your team to establish the project scope, timeline, and responsibilities. A dedicated project manager will be assigned to guide the process.

• Collect Requirements: Locktera will assess your current document management processes, security policies, and compliance requirements.

• Determine Customization Needs: Locktera will help identify any specific customizations or integrations necessary to meet your organization’s needs.

2. Set Up Your Locktera Share Account

• Create Account: Sign up for a Locktera Share SaaS account on the Locktera platform.

• Configure Basic Settings: After account creation, configure basic settings like organization name, user roles, and initial document-sharing rules.

3. Configure User Roles & Permissions

• Define User Roles: Set up different user roles based on your organization’s needs. These roles will define the level of access and permissions each user has within Locktera Share.

• Set Permissions: Customize permissions for document sharing, access, and expiration to ensure secure sharing based on your organization’s policies.

4. Integrate Locktera Share with Existing Systems

Locktera Share SaaS integrates seamlessly with your existing systems to ensure smooth operations.

• Authentication Integration: Connect Locktera Share to your authentication services (e.g., Active Directory or SSO) to manage user authentication securely.

• File Storage Integration: If necessary, integrate Locktera Share with your current cloud storage providers (e.g., AWS, Google Drive) to streamline file management and sharing.

5. Upload & Organize Documents

• Upload Documents: Use Locktera’s bulk upload tools to quickly add documents to Locktera Share.

• Organize Files: Create folders and set up file categories based on your organization’s document management needs. Locktera Share’s user interface will help you stay organized.

6. Apply Security & Compliance Settings

• Set Access Controls: Define who can access specific documents and for how long. Locktera Share allows you to set expiration dates for document access automatically.

• Enable Encryption: Locktera Share uses encryption to protect data in transit and at rest. Ensure encryption settings are configured to meet your organization’s security standards.

• Compliance Features: Locktera provides compliance tools for industries with regulatory requirements. Enable these features as needed to meet your compliance obligations.

7. Train Your Team

• End-User Training: Provide training for employees to understand how to securely share documents, manage access, and handle file expiration. Locktera provides easy-to-follow guides and tutorials.

• Admin Training: Train your IT staff or system administrators to manage Locktera Share, including user management, permissions, and monitoring system performance.

8. Test the System

• Test Features: Before going live, test Locktera Share to ensure it works seamlessly with your organization’s workflows. Test document uploads, sharing features, and access controls.

• Conduct User Acceptance Testing (UAT): Have select users test the platform to confirm it meets their operational needs.

9. Go Live & Begin Using Locktera Share

• Launch the Platform: Once testing is complete, launch Locktera Share for full organization-wide use.

• Monitor Usage: Continuously monitor how users interact with the platform to ensure smooth operation and identify any potential issues.

10. Provide Ongoing Support & Maintenance

• Ongoing Support: Locktera offers customer support for troubleshooting, performance monitoring, and addressing any issues that arise after deployment.

• Regular Updates: Locktera will periodically release updates to improve performance and add new features. Keep your system updated to benefit from the latest improvements.

Timeline:

• Quick Start (Small-Scale): Typically, getting started with Locktera Share SaaS takes 1 to 3 weeks depending on your organization’s size and the complexity of configurations.

• Larger Deployments: Larger deployments may take longer to fully implement, especially if additional customization or integrations are required.

Key Considerations:

• Customization: Locktera Share is highly configurable to meet the unique needs of your organization.

• Security & Compliance: Ensure that security settings and compliance features are tailored to meet your organization’s regulatory and operational needs.

• User Adoption: Provide adequate training and resources to ensure a smooth transition for your team and maximize the effectiveness of Locktera Share.

By following these steps, your organization will have a seamless experience with Locktera Share SaaS, allowing you to securely manage and share documents with ease.