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