Project
Trust Center Document Room Setup
A gated area for the reports, policies and questionnaires you share under NDA, with the approval process behind it.
$1,997
The problem
Sensitive documents end up shared as email attachments, with no record of who has which version and no way to take them back. Each request is handled differently, and the sales team waits on whoever happens to have the files.
What you get
- Document inventory: what you hold, what is public, what needs an NDA, what is never shared
- Document room set up on the tool you already use or choose (shared drive, data room or trust center tool)
- Request form, NDA step and approval route configured, with target response times
- Expiring links, watermarking and access logging where your tool supports them
- A one-page runbook and a handover session for the people who approve requests
Who this is for
B2B companies that regularly share security reports, policies or completed questionnaires with prospects.
What this is not
Not a software product or license; tool costs are yours. Not legal review of your NDA, and not an audit, certification or attestation.
Frequently asked questions
Is this an audit or a certification?
No. Not a software product or license; tool costs are yours. Not legal review of your NDA, and not an audit, certification or attestation. Digital Anchor Advisors provides readiness advisory only.
What happens after I purchase?
The confirmation page links the engagement guide PDF so you can review the scope straight away, and we email your checkout address within one business day to schedule kickoff.
Who is it for?
B2B companies that regularly share security reports, policies or completed questionnaires with prospects.
Trust Center Document Room Setup
$1,997
This is a readiness advisory product from Digital Anchor Advisors. It is not an audit, certification or attestation, and does not constitute legal advice.