An example workflow
An authorised colleague opens the team folder, updates a document and shares the current file rather than circulating another attachment.
After a photo shoot, a photographer puts images into a project folder and prepares a selection for client review. Workspace supports team collaboration and folder access, Drive provides network file storage and Backup Folder protects selected working directories. Only the intended files are shared with the client, rather than exposing the entire archive. Everyday collaboration is deliberately kept separate from disaster recovery copies.
What to check
Folder access, sync and version handling should be configured for each team role.
Review the service scope and requirements, then check the current availability and setup in CORE.
The business problem
Multiple versions of documents attached to emails make teamwork harder.
Industry example: Insurance brokers and claims firms
Insurance brokers need the right policy, correspondence and evidence at the right moment. Scattered photos and documents make each case harder to handle.
When a claim arrives, a broker locates the relevant files in Workspace, organises inspection photos in Bild and may use Remote Connect to access an authorised office computer. Pass helps manage credentials. SOFBAC does not claim to automate claims decisions or integrate with every insurer.
SOFBAC aims to supplement existing broker tools for file handling, photo records and remote access, not replace every insurance platform.
