Security Questionnaires & Compliance Package
Give buyers and auditors a single, secure place to review your SOC 2, ISO 27001, DPA, and controls—with analytics and access controls.
Built for Security & Compliance
View‑Only & Watermarks
Prevent downloads, apply dynamic watermarks, and restrict access to approved reviewers.
DPA Acknowledgment
An optional DPA acknowledgment step is on our roadmap. Today, include DPA references in your workflow and apply access controls before sharing sensitive materials.
Analytics & Access History
See who viewed what, when, and for how long. Export access summaries on demand.
Why Shared Drives Fall Short for Security Reviews
No Real Analytics
Cloud folders tell you a file was accessed—rarely by whom, for how long, or which sections triggered questions. Security and procurement teams need more than a timestamp.
Access Creep
Links get forwarded. Permissions linger. Without link expirations, watermarks, and gating, sensitive evidence can spread beyond intended audiences.
Version Sprawl
Policy and control documents evolve. A single, living link keeps buyers on the current document and avoids review confusion.
Limited Accountability
Access history and engagement analytics are essential during enterprise reviews. DocBeacon surfaces access events to support compliance and due diligence.
What to Include in Your Compliance Pack
- Trust overview (security posture, architecture diagrams, data flows)
- Framework mappings (SOC 2, ISO 27001, HIPAA, GDPR)
- Policies (access control, encryption, incident response, vendor risk)
- Operational evidence (change management, backups, DR, monitoring)
- Pen test and vulnerability management summaries
- DPA & SCCs, sub‑processor lists
- Product security features and customer configuration guidance
A Better Experience for Buyers and Auditors
Clean Navigation
Organize evidence by topic and framework. Help reviewers jump to what they need fast.
View‑Only Confidence
Keep sensitive documents on‑platform with watermarks and no‑download access.
Actionable Analytics
See where reviewers spend time and anticipate questions before they’re asked.
From First Request to Final Approval
- Collect evidence and policies; assign owners for each control area.
- Publish to DocBeacon in thematic folders. Enable view‑only and watermarks.
- Gate with DPA acknowledgment when required.
- Create per‑buyer links (procurement, security, legal) for attribution.
- Monitor engagement and prioritize clarifications based on behavior.
- Export access summaries for your internal compliance record.
- Maintain a living pack—update once, propagate everywhere.
Security Review KPIs
Fewer security clarifications
Faster procurement approval
Access history coverage
Single source of truth for all evidence
Best Practices
- Mirror evidence to buyer frameworks (SOC 2/ISO/HIPAA/GDPR) instead of product modules
- Lead with a trust overview showing data flows and encryption
- Gate sensitive folders behind DPA acknowledgment
- Use per‑audience links for procurement, security, and legal
- Keep a changelog to highlight updates for returning reviewers
- After close, reuse the pack for onboarding and annual reviews
Customer Story
“Our SOC 2 pack used to live across five folders. DocBeacon gave buyers a single, secure link and gave us analytics to focus on what they actually read. Time‑to‑approval dropped, and our access records finally pass scrutiny.”
Frequently Asked Questions
Can I share SOC 2 and ISO 27001 evidence securely?
Yes. Use view‑only access, dynamic watermarks, passwords, and link expirations to protect sensitive compliance documents.
Can I export reviewer access records?
Every access is recorded with timestamp and identity when available. Export access summaries for procurement and legal.
Can I require acceptance of a DPA before access?
This capability is on our roadmap. Today, include a DPA link and acknowledgment in your workflow, and restrict access via view‑only mode, dynamic watermarks, passwords, and link expirations.
Make Security Reviews Effortless
One link, complete control, full visibility.