A safer way to share documents online
A checklist for contracts, reports and files containing sensitive information.
Inspect before sending
Open the final file and look for hidden pages, comments and unnecessary personal data. Office documents may retain author or revision metadata, while photographs may include location details. Create a distribution copy instead of sending the working original.
Choose proportionate protection
A strong password helps with sensitive files, but send it through a different channel. Set an expiry date when the sharing platform supports one, and avoid public links when the intended recipients are known.
Check after sharing
Verify the recipient and the exact version, then revoke access when the purpose ends. If the document changes later, state its version number and date so a team does not continue working from an obsolete copy.