How Docustream Protects Your Data (SOC 2 + ISO): Security & Compliance

If you’re about to upload sensitive PDFs, decks, or internal SOPs what exactly happens to that data once it enters a platform?

Docustream turns static documents (like PDFs and slide decks) into AI-powered interactive video experiences think video explainers, avatars, embedded quizzes, and dynamic Q&A generated from your content.

It’s built for document-heavy B2B workflows where clarity and adoption matter (demos, onboarding, marketing, and support), but where security scrutiny is non-negotiable.

So let’s be direct: Your data security is our top priority certified, compliant, and built for trust. Docustream is SOC 2 and ISO 27001 certified. Docustream is GDPR compliant.

This page is written for the people who get pulled into deals late Security/IT, vendor risk, procurement, and legal when the question shifts from “Does it work?” to “Can we trust it with confidential information?” We’ll translate what SOC 2 and ISO 27001 mean in customer terms, outline what you should request during a security review, and set clear boundaries on what should be confirmed via formal documentation (not marketing copy).

At a glance: Docustream security & compliance

• Docustream is SOC 2 and ISO 27001 certified.
• Docustream is GDPR compliant.
• Your data security is our top priority certified, compliant, and built for trust.
• These frameworks exist so customers can trust that security controls are designed, implemented, and continuously maintained not improvised.
• For vendor due diligence, Docustream can provide the appropriate documentation (for example, certification/audit materials and supporting security and privacy documentation) as part of your security review.
• If you need a specific security control confirmed (e.g., SSO, retention, encryption details, sub-processors), request it during your security review Docustream can provide the appropriate documentation.

What Docustream handles (and why security scrutiny is higher for docs to AI experiences)

Most Docustream customers start with the same inputs they already share across the business: PDFs, slide decks, SOPs, onboarding guides, and internal policies. These files often contain details you would not want leaking, like product roadmaps, pricing, client context, internal process, and employee guidance.

Docustream then turns that static content into AI-powered interactive video experiences. In practical terms, that can look like video explainers and avatars, embedded quizzes, and Q and A style help that is generated from your content. The output is more engaging than a file download, and easier for people to actually understand and follow.

This is exactly why security scrutiny is higher in this category. Sensitive information can exist in the source document, and it can also surface in the generated experience because the experience is derived from that same content. During vendor review, the right question is not only “Is the file stored safely” but also “Are the derived outputs handled with the same discipline.”

The goal is straightforward and measurable. Protect confidentiality, integrity, and availability across the full lifecycle, from upload to processing to sharing and access to retention and deletion.

The buyer translation (the sentence Legal and IT want to see)

“These frameworks exist so customers can trust that security controls are designed, implemented, and continuously maintained not improvised.”

SOC 2 vs ISO 27001, what each signals during vendor due diligence (without the fluff)

When a security review starts, most teams are not trying to become experts in compliance frameworks. They are trying to answer one practical question: can this vendor be trusted with sensitive information under real operating conditions.

That is why SOC 2 and ISO 27001 matter. They are widely recognized ways to evaluate whether a SaaS company runs security as a system, not as a set of one-off promises.

SOC 2 is about controls at a service organization. In plain terms, it is an independent way to assess whether a company has defined security controls and can demonstrate, with evidence, that those controls are operating as intended. For procurement and vendor risk teams, SOC 2 often becomes the fastest path through the first round of checklists because it maps cleanly to common questionnaire language.

ISO 27001 focuses on the information security management system, often shortened to ISMS. It is the governance layer that shows how a company identifies risk, prioritizes it, manages it, and keeps improving over time. If your organization has formal security gates, ISO 27001 tends to carry weight because it signals disciplined security management, ownership, and repeatable processes.

In practice, these two frameworks are most helpful at different moments in a deal. SOC 2 helps when you need proof that controls are in place and being followed. ISO 27001 helps when you need confidence that security and risk management are embedded into how the business runs, especially as the vendor scales.

It is also worth clarifying what words like certified and compliant usually mean in buyer language. Certified generally means a recognized, external standard has been met and validated by an independent body. Compliant means the company operates in alignment with a required set of obligations, typically supported by documented practices and governance. These labels are not shortcuts around your own review, but they do reduce uncertainty because they anchor the conversation in verifiable frameworks rather than vague claims.

Why having both matters for Docustream customers

For Docustream customers, having both SOC 2 and ISO 27001 reduces friction in different parts of the buying process. ISO 27001 speaks to governance and risk management, which is what security leadership and legal teams want to see when they are evaluating long-term vendor trust. SOC 2 speaks to operational control evidence, which is what procurement, vendor risk, and IT teams need when they are verifying that day-to-day security controls are not just written down but actually followed.

If you want to understand where Docustream fits in real workflows across teams, you can explore the product’s use cases.

How Docustream protects your data (controls, processes, and boundaries you can trust)

Security is not a single feature. It is a set of controls that work together across people, process, and technology so that sensitive information stays protected in normal operations and during unexpected events. Docustream approaches security this way, using well-defined control areas that align to SOC 2 and ISO 27001 expectations and that are designed to hold up under vendor risk review.

Security governance comes first, because without it everything else becomes ad hoc. Docustream maintains security policies and procedures that define how security is owned, how decisions are made, and how accountability is enforced. Risk assessment is part of this governance layer, so risks are identified, prioritized, and managed rather than discovered late during an incident. Asset management practices help ensure systems and information are tracked and handled consistently. Supplier and vendor management is also part of governance, because third parties can affect your risk posture just as much as internal systems.

Access and change control is about limiting who can access systems and data and ensuring changes do not introduce avoidable risk. Docustream follows controlled access principles and change management practices that support secure software development and operational stability. The point is simple. Access should be deliberate, and changes should be reviewed and traceable, so security does not depend on informal approvals or memory.

Incident readiness is the difference between a company that reacts and a company that responds. Docustream maintains an incident response approach that defines how issues are identified, escalated, contained, investigated, and communicated. The goal is to reduce confusion during high-pressure moments and ensure there is a clear path from detection to resolution and stakeholder updates.

Business continuity focuses on resilience. Docustream maintains continuity planning at a high level so that service and security can be maintained even when disruptions occur. Continuity is not only about uptime. It is also about preserving trust, protecting data, and ensuring controlled recovery practices when conditions are not ideal.

Secure operations covers the day-to-day work of keeping a service safe. That includes monitoring practices, operational oversight, and vulnerability management processes that help identify and address issues before they become customer-impacting. The goal is not to claim perfection. It is to demonstrate that security is continuously maintained as part of operating the platform, not treated as a one-time project.

What we will and won’t claim publicly (trust through precision)

We don’t publish implementation specifics on this page because security is contextual and your review should rely on the official documentation.

Security teams need verifiable answers, not marketing shorthand. Public pages can explain the categories of controls and the governance approach, but the details that matter for your environment belong in a formal security review where context, scope, and evidence can be evaluated properly.

If you need a specific security control confirmed (e.g., SSO, retention, encryption details, sub-processors), request it during your security review Docustream can provide the appropriate documentation.

GDPR and privacy, how Docustream approaches data protection

Docustream is GDPR compliant.

For most buyers, GDPR questions show up in two places. First, when Legal wants to understand how personal data is handled. Second, when Security wants to confirm that privacy is treated as an operational discipline, not just a policy page.

In plain language, Docustream’s privacy posture is designed to support responsible processing and defensible governance.

Lawful basis and data processing role clarity matter because GDPR is not only about security. It is about whether processing has a legitimate purpose and whether responsibilities are clearly defined. During vendor review, you should be able to confirm the relationship, what data is processed, and for what business purpose, so your internal approvals are grounded in something concrete.

Data minimization is the practical guardrail that keeps risk from expanding over time. The principle is simple. Only process the data required to deliver the service and avoid collecting or retaining unnecessary information. For document to AI workflows, this matters because documents can contain more than the author intended. Minimization reduces exposure by design.

A DSAR ready posture matters because privacy requests are a normal part of modern operations. Even if you rarely receive them, the right question is whether a vendor has a clear process to support data subject rights requests and related privacy obligations without turning it into an emergency project. On this page we keep that statement intentionally high level, because exact timelines and procedures should be reviewed in official documentation, not inferred from marketing text.

If you are reviewing Docustream for procurement or legal approval, start with the primary policy sources:

Privacy Policy: https://docustream.ai/privacy-policy/
Terms & Conditions: https://docustream.ai/terms-conditions/

AI data security and privacy questions you should ask, and why

Even with strong frameworks in place, the fastest way to reduce uncertainty is to ask the right questions during due diligence. These are especially important when a platform generates outputs from your uploaded content.

• Does the vendor use customer content to train models?
  This helps you understand how your documents may be used beyond delivering the product experience.
• What data is stored vs. transient?
  This clarifies what persists after processing and what may be temporary, which directly affects retention and exposure.
• Who can access production data and under what approvals?
  This gives you insight into operational access discipline and how exceptions are handled.
• What are subprocessors and where are they located?
  This matters for vendor risk management and cross border processing considerations, especially in enterprise procurement.

If you need a specific privacy or security control confirmed in writing, request it during your security review so Docustream can provide the appropriate documentation.

Security due diligence checklist (copy and paste for your vendor security questionnaire)

If you are evaluating Docustream and want to move quickly without missing the essentials, this checklist is designed to drop directly into a vendor security questionnaire. It focuses on evidence first, then the practical questions that determine whether the platform fits your risk posture.

Start by requesting the documentation that typically unblocks procurement and security gating. Ask for the SOC 2 report, the ISO 27001 certificate and the scope of the ISMS, and a summary of the core security policies that govern how controls are owned and maintained.

Next, validate the data flow in plain terms. Confirm what data types you plan to upload and whether they include confidential business information or personal data. Ask where data is processed at a high level, how long it is retained, and what the deletion approach looks like when you remove content or end the relationship. For document driven workflows, it is also worth clarifying whether derived outputs are treated with the same handling expectations as the source documents.

Then move to access and operational control questions. Ask how administrative access is controlled and reviewed. Confirm whether security logging exists for access and key system activity and how it supports investigation when something goes wrong. Ask what the joiner mover leaver process looks like for employees and contractors so access changes are not dependent on informal handoffs.

For vendor risk, focus on dependencies and notification expectations. Ask for the current list of subprocessors and how changes to that list are handled. Ask how breach or security incident notification is approached in general terms, so you understand escalation and communication paths.

Finally, cover legal and privacy requirements that usually come up late in the deal. Ask whether a data processing agreement is available, how GDPR commitments are reflected in documentation, and how DSAR related requests are supported.

If you need a specific security control confirmed (e.g., SSO, retention, encryption details, sub-processors), request it during your security review Docustream can provide the appropriate documentation.

Common evaluation scenarios (mapped to Docustream use cases)

Security reviews move faster when everyone is looking at the same real workflow. Below are common Docustream adoption scenarios and the security questions that typically come with them, written in the language Security, Procurement, and Legal actually use.

HR onboarding and policy rollout

HR and People Ops teams often start with onboarding documents, benefits guides, and internal policies because those files drive a steady stream of repetitive questions. In the GTM enablement materials, the core pain is clear: new hires get lost in static PDFs or wikis, and HR teams end up answering the same questions repeatedly.

Docustream addresses this by turning onboarding docs, policies, and FAQs into interactive explainers and searchable Q and A so employees can self serve clarity.

In a security review, this scenario usually centers on internal visibility and safe handling of internal content. Reviewers commonly ask:

• How do we control what employees can access, especially if a single experience includes multiple policy documents
• What is the lifecycle of the original document and the generated experience, from upload to sharing to retention and deletion
• How do we document responsibilities for privacy, especially if onboarding content includes personal data

Compliance training and SOP enablement

Compliance and risk teams evaluate Docustream differently. Their concern is not just whether a policy is distributed, but whether it is understood, and whether there is defensible visibility into the questions people ask. The enablement deck describes the use case as AI powered explainers for policies and SOPs, with a key benefit of a Q and A log and traceable knowledge interactions.

That “traceability” theme is often what makes security and audit stakeholders lean in, because it turns policy communication into something measurable.

If compliance enablement is your primary evaluation path, the most relevant place to see how Docustream supports this workflow is AI compliance training videos.

Security teams usually focus on a few practical questions here:

• How do you prevent unintended policy information from showing up in a derived Q and A experience
• What documentation supports governance, incident readiness, and secure operations for this kind of internal knowledge workflow
• What evidence can be provided during vendor due diligence for SOC 2, ISO 27001, and GDPR alignment

If your starting point is an SOP and your goal is training adoption, you can also explore Turn SOPs into training videos as a direct workflow match.

Customer enablement and onboarding materials customers actually consume

Customer Success and Support teams often want to transform onboarding PDFs and policy docs into something customers will actually engage with. The enablement deck calls out the pain plainly: clients do not engage with static onboarding material, and teams want faster time to value with lower support load.

Docustream maps that same content into video plus Q and A tools so customers can get answers without opening tickets.

From a security perspective, this scenario tends to raise two extra considerations. First, shared experiences may be distributed outside your organization, so reviewers will want clarity on privacy boundaries and what data is included in the content. Second, customer facing content sometimes includes contractual language, commercial terms, or sensitive operational details, which increases the need for disciplined controls and formal documentation in procurement.

If your evaluation involves contract language workflows or review requirements, it can be helpful to align early with legal teams so security, privacy, and vendor risk questions are handled once, not repeatedly across departments.

Next steps (buyer friendly navigation)

If this page answered your security and compliance questions and you are ready to evaluate Docustream in your environment, here are the most useful next links.

You can Book a demo to walk through how Docustream handles your documents and how security documentation is shared during vendor review. If you prefer a faster product walkthrough first, you can also See Docustream in action.

For commercial planning and procurement, you can View pricing.

FAQs

1. What does SOC 2 mean for customers?

SOC 2 is a widely used way for customers to evaluate whether a SaaS vendor has defined security controls and can provide independent evidence that those controls are in place and operating. In day to day procurement, SOC 2 often helps vendor risk and IT teams move faster because it maps well to standard security questionnaires and due diligence checklists.

2. Is ISO 27001 a certification or an audit report?

ISO 27001 is generally discussed as a certification to an international standard for an information security management system, often called an ISMS. It signals that security governance and risk management are run as an ongoing program with defined ownership, processes, and continuous improvement.

3. Can I share confidential documents safely?

Docustream is designed for document heavy workflows where sensitive information may exist in both the source files you upload and the interactive experiences generated from that content. The right way to validate fit for your risk posture is to review the official security documentation during vendor due diligence, especially if your content includes confidential business information or personal data.

If you need a specific security control confirmed (e.g., SSO, retention, encryption details, sub-processors), request it during your security review Docustream can provide the appropriate documentation.

4. How does Docustream handle privacy and GDPR?

Docustream is GDPR compliant. In practical terms, that means privacy is treated as an operational requirement, including clear processing responsibilities, alignment to data minimization principles, and readiness to support standard privacy obligations during vendor review. For the official policy references, review the Privacy Policy and Terms & Conditions.

5. What should I ask for during security review?

Ask for evidence first, including the SOC 2 report and ISO 27001 certification materials and scope. Then confirm the data flow, including what data types are processed, how retention and deletion are handled, and what subprocessors are involved. Finally, validate operational practices at a high level, such as access controls, security logging, incident escalation approach, and privacy documentation.

6. What is a vendor security questionnaire (SOC 2)?

A vendor security questionnaire is a standardized list of questions procurement and security teams use to assess whether a vendor meets required controls. SOC 2 is often referenced because it provides a common framework and evidence format that helps answer many of those questions consistently.

7. Do I need SOC 2 for procurement?

Not always, but it is increasingly common in mid market and enterprise buying processes. Many procurement and vendor risk programs use SOC 2 as a baseline requirement because it reduces uncertainty and makes it easier to compare vendors on consistent security control categories.

tl;dr

• Docustream is SOC 2 and ISO 27001 certified, and Docustream is GDPR compliant.
• Your data security is our top priority certified, compliant, and built for trust.
• Docustream customers commonly upload PDFs, decks, SOPs, onboarding docs, and policies, then generate interactive video experiences and Q and A style help from that content.
• Security scrutiny is higher because sensitive information can exist in both the source documents and the derived outputs.
• SOC 2 helps buyers validate operational control evidence, while ISO 27001 signals strong security governance and risk management through an ISMS.
• The most effective security review starts with evidence, then validates data flows, access discipline, vendor risk factors like subprocessors, and privacy documentation.
• These frameworks exist so customers can trust that security controls are designed, implemented, and continuously maintained not improvised.
• We don’t publish implementation specifics on this page because security is contextual and your review should rely on official documentation.
• If you need a specific security control confirmed (e.g., SSO, retention, encryption details, sub-processors), request it during your security review Docustream can provide the appropriate documentation.