Stop Emailing Security Documents: A More Secure Delivery Method

Many SaaS companies invest heavily in creating comprehensive security documentation. SOC 2 reports, penetration test results, and internal security policies are critical for building trust with enterprise customers. But after all that effort, how are these sensitive documents shared? Too often, they are simply attached to an email and sent off, creating unnecessary risks and operational friction.

The Problem with Sending Security Documents as Files

Attaching a security report to an email feels simple, but it breaks down under the realities of B2B sales and compliance workflows. The core problem isn't the document itself—it's the outdated method of sharing it.

• No Visibility After Sending: Once you hit 'send' on an email with a PDF attachment, you lose all control. You can't know if the recipient opened it, who they forwarded it to, or if they are even looking at the right version.
• Version Control Chaos: Security documents are living documents. When you update your penetration test results or renew a certification, you have to track down everyone you sent the old version to and resend the new one. This is manual, error-prone, and creates a risk of stakeholders acting on outdated information.
• Poor Review Experience: A 100-page SOC 2 report is difficult to navigate on a mobile device. Forcing a potential customer's CTO or compliance officer to download large files and pinch-to-zoom creates a poor impression and slows down the sales cycle.

A Better Direction: Link-Based Document Sharing

Instead of attaching a file that gets duplicated, lost in inboxes, and becomes outdated, there is a more secure and professional approach: sharing the document via a secure web link. This method ensures that you have a single source of truth. Everyone accesses the same document through their browser, and you retain control over it long after you've shared it. This small change in delivery method transforms the entire process from a security risk into a professional, controlled experience. It's a method that fits the high-stakes world of SaaS security. A document-sharing method that fits the SaaS industry is not just a nice-to-have; it's essential for maintaining control.

How Featpaper Solves the Security Document Dilemma

Featpaper is a service designed to implement this modern, link-based document sharing workflow. It's not a tool for writing your security policies, but rather the system for delivering them to customers and partners in a secure, trackable, and professional manner. Imagine the difference:

File Sharing (The Old Way)	Link Sharing with Featpaper (The New Way)
You email a SOC 2 report as a PDF.	You upload the report and share a secure link.
You have no idea if or when they open it.	You receive a notification the moment they view it.
You can't tell which sections they focused on.	You get page-by-page analytics to see what matters most to them.
An updated report requires re-sending to everyone.	You simply update the file, and the link automatically serves the new version.
The experience on mobile is clumsy.	The document is perfectly rendered on any device, no download required.

Change How You Send Documents. Stop worrying about where your sensitive documents end up. With Featpaper, you can share your security reports with confidence, track engagement, and ensure everyone always has the latest version. Learn how to send documents in a way that matches real-world SaaS security work.

Realistic Usage Scenario: Closing an Enterprise Deal

Let's say your sales team is in the final stages of a major enterprise deal. The customer's security team has requested your full SOC 2 Type II report and the results of your latest third-party penetration test. This is a critical step, and how you handle it matters. The old way: The sales rep finds the files on a shared drive (hoping they're the latest versions) and emails them as two large PDF attachments. Days go by with no response. The sales rep has no idea if the security team is reviewing them, has concerns, or simply missed the email. When your company completes a new quarterly penetration test, someone has to remember to send the updated file to this prospect, creating potential confusion. The Featpaper way: The security documents are stored in Featpaper. The sales rep shares a single, secure link to a collection containing both documents. They receive a notification the instant the Head of Security opens the link. The analytics show that the security team spent 15 minutes reviewing the SOC 2 report, focusing heavily on the sections related to data encryption and incident response. This gives the sales team valuable intelligence for their follow-up call. When the new penetration test results are available, the security team replaces the old file in Featpaper. The link is unchanged, and the customer will automatically see the latest version on their next visit. This is a more secure, professional, and intelligent way to conduct business. >>> Deliver Security Documents with Confidence and Control <<<