Support Centre

Extension for Financial Services

In this article you will learn:

  • Who should get this bundle?
  • What's included?

Who should get this?

The additional features included in the Extension for Financial Services bundle are suited to customers    

  • in regulated industries such as financial services
  • with more than 100 users
  • wanting to ensure the highest compliance standards offered by Sherpany.

What's included

  • Definition and control of clearance level on user level (3 confidentiality classification levels)
  • Preventing copy/paste from PDF documents in Sherpany
  • Possibility to upload password-protected PDF files in Sherpany
  • Making watermarks always visible on documents upload in Sherpany
  • Confidential Mode for Notifications to avoid any sensitive content being shared via email

Help your employees to keep information safe with the Extension for Financial Services bundle. This bundle is standard with our Enterprise and Premium plans.

  More information 

If you need more information, please get in touch with your Customer Success Manager. 

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