Document security is a major concern because of the confidential nature of the majority of documents that are processed by companies. Information that is in the wrong hands could damage a company’s bottom line and reputation. It can also lead sanctions and legal action.

Document security is the process of creating and enforcing guidelines on what information is allowed to be shared, who is able to view it, and the best ways to safeguard it. It requires training for all employees and the use of secure hardware to restrict access to sensitive information, and it’s essential that everyone understands how to comply with these protocols.

No matter if information is stored on paper or in digital formats, there are various security risks to take into account like human error (e.g. an employee is unable to locate an actual document) and hacking incidents. It’s also possible for data to be breached during the transfer of data between devices, which is why it’s important that software and hardware is regularly updated.

Passwords and other security measures for logins are crucial to safeguard digital documents and documents, as are features such as redaction (removing specific information) and tracking opens that can stop the sharing of documents that are not authorized by making it harder for users to conceal the number of times a file has been opened. These security measures can be significantly improved when combined with other document security protocols.

Imagine, for instance, that you have a contract or bid that expires at a specific date. You’d like to ensure the document is not accessible after the deadline has been met. Document expiry, revocation access and self-destruct are all options that can be used to accomplish this.