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The Importance of Document Security and How to Make Sure You Are Working Safely

Chloe Stevens
Senior Content Manager
August 8, 2022

Maintaining high levels of security is of utmost priority for financial and professional services companies as they must protect their client’s details.

Threats to document security can include: security breaches, unstructured data, unsecured files, human failure and unauthorized access to storage.

All these present a risk to client data, customer databases, financial details and current deals.

TL;DR

  • Employees are often the weakest link in security, so strict organizational codes and practices are necessary to reduce risk.

  • Key tips for document security include preventing phishing attacks, managing access rights and passwords, using encryption and VPNs, changing document formats to PDF, and providing employee training.

  • Discover UpSlide’s top features that aid document security and compliance.

Guarantee Document Security and Minimize Risk

The Most Common Document Security Threats Are Internal

Prevent employees from becoming phishing victims

A view of a malware email in Outlook

External Document Security Threats Can Also Be Reduced

How UpSlide Features Can Help Improve Document Security

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Chloe Stevens
Chloe is a Senior Content and Social Media Manager with five years of experience in the finance and technology industries. She has a keen interest in writing about brand management and the different technologies that can improve the way we work.

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