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6 Tips for White Label Storage and Document Management

Storage and document management can be difficult to navigate. There are so many distinct services available, making it hard to pick the proper one. Choosing the most economical solution is not always the best option. While saving money on white label storage and document management solutions, you get enterprise-level benefits. This post tells you everything you need to know about white label storage and document management and provides six tips for storing and managing documents if you plan on reselling third-party software as a white label offering. HapPhi is a white label software solution. https://www.happhi.com/solutions/white-label-software

Written by
June 15, 2022

When it comes to storage and document management, there’s a lot to consider. White label solutions are essentially branded versions of third-party software that is intended for resale. You might wonder why anyone would want to rebrand another company’s product instead of creating something new from scratch. The answer is simple: It’s more cost-effective to buy a ready-made solution and customize it with your branding than it is to develop your own solution from the ground up. That being said, there are some unique considerations when working with white label software. This blog post will introduce you to the world of white label software and provide you with six tips for storing and document management if you intend on reselling third-party software as a white label offering.



What is White Label Storage and Document Management?

White label storage and document management refers to a situation in which a third-party company provides an outsourced document storage and management solution to a client who then resells that solution to its customers under their own branding. The third-party company, which might be a file-sharing service, a cloud storage provider, or a document management platform, rebrands its solution with the client’s branding and presumably terms and conditions and then offers it to its clients as if it were its own product. The client can then offer its customers a document storage and management solution that appears to be in-house, but is actually managed by the third-party company. White label solutions are often less costly than building a custom solution from scratch and can be implemented much more quickly.


6 Tips for White Label Storage and Document Management

- Determine where your customers store their files. One of the most important things you can do when reselling a third-party white label solution is understand where your customers store their data. If you’re reselling a file-sharing solution, you may want to consider adding a discovery tool to help customers search for files across multiple users and folders. If you’re reselling managed cloud storage, you’ll want to provide customers with a way to access their data without having to log in to your service. And if you’re reselling a document management platform, you may want to consider adding a corporate identity solution so that customers can log in with their corporate credentials. - Be transparent about the terms and conditions of your white label solution. White label solutions come with their own terms and conditions that you’ll need to abide by if you want to resell the third-party solution. You’ll want to read the fine print of the third-party solution you’re reselling and make sure you understand what you’re getting yourself into. You’ll also want to make sure that your customers know what they’re signing up for. A good way to do this is to create a transparency report that outlines all of the terms and conditions of your white label solution. - Choose the right third-party solution for your business. Third-party solutions come in a wide variety. Before you choose a third-party solution to rebrand, make sure it’s a good fit for your business. If you’re reselling a file-sharing solution, make sure you understand the security and privacy features of the solution. If you’re reselling cloud storage, make sure you understand the pricing structure of the solution and whether or not you’ll be able to make money from the service. If you’re reselling a document management platform, make sure the solution is designed for your industry.


3 Important Tips for Document Management in a White Label Environment

- Make sure your customers understand the limitations of the white label solution. If you’re reselling a managed cloud storage solution, let your customers know up front that they won’t be able to upload data that is larger than a certain size. If you’re reselling a file-sharing solution, let your customers know up front that they can’t use the solution to share sensitive data. If you’re reselling a document management platform, let your customers know that there may be limitations on the number of users or documents they can store with the solution. - Make sure your customers know where their data is actually stored. If you’re reselling a managed cloud storage solution, be transparent about the fact that data is not actually stored on your servers. If you’re reselling a managed file-sharing solution, let your customers know that their data is stored on your servers. If you’re reselling a document management platform, let your customers know where their data is actually stored. Be transparent about the fact that your white label solution relies on the third-party’s servers and that data may be subject to the terms and conditions of the third-party. - Let your customers know what happens if the third-party company goes out of business. Make sure that your customers understand that their data won’t be accessible if the third-party company goes out of business.


2 Must-Have Features for White Label Cloud Storage

- A third-party audit: Third-party audits are an important feature of any white label solution that is used for storing sensitive data. A third-party audit ensures that your white label solution meets all of the industry standards for security and that it is adhering to best practices for security. You’ll want to make sure that the solution you’re reselling includes a third-party audit of the security of its storage solution. - A vendor risk assessment: A vendor risk assessment is an important feature of any white label solution that is used for storing sensitive data. A vendor risk assessment is a way for you to assess the trustworthiness of your third-party vendor and make sure that you’re partnering with a trustworthy company. You’ll want to make sure that the solution you’re reselling includes vendor risk assessments for each of its vendors.


2 Must-Have Features for White Label File Sharing

- A vendor risk assessment: A vendor risk assessment is an important feature of any white label solution that is used for file sharing. A vendor risk assessment is a way for you to assess the trustworthiness of your third-party vendor and make sure that you’re partnering with a trustworthy company. You’ll want to make sure that the solution you’re reselling includes vendor risk assessments for each of its vendors. - User management: User management is a must-have feature for any white label solution that is used for file sharing. User management allows you to control who has access to the solution and who can create user accounts. You’ll want to make sure that the solution you’re reselling includes user management features to help you manage access to the solution.


2 Must-Have Features for White Label eDiscovery Services

- Search tools: A white label eDiscovery solution should include search tools that allow you to search for specific keywords across multiple users and folders. The solution should also allow you to create an eDiscovery case so that you can quickly identify and gather all of the data that you need to produce for discovery. - Retention policy: A white label eDiscovery solution should include a retention policy so that you can quickly identify what data you need to produce for discovery. The solution should also allow you to flag data as a potential discovery hold so that it is preserved and not deleted.


Conclusion

The world of storage and document management can be confusing. With so many different types of services for businesses to choose from, it can be difficult to know where to start. It’s important to remember that the best solution for your company is not necessarily the most expensive solution. White label storage and document management solutions are a great way to save money while also getting an enterprise-level solution. This blog post has introduced you to the world of white label storage and document management and has provided you with six tips for storing and document management if you intend on reselling third-party software as a white label offering.

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