Keeping Business Documents Safe
A short, simple guide for business owners. Read this page to understand the basic steps. Rules and requirements may change, and your case may need specific advice.
Share Only What Is Needed
Before sending a paper, ask why it is required and who will use it.
Check the Recipient
Send information only to the verified company channel agreed for the work.
Protect Login Details
Do not share passwords, bank PINs, OTPs or signing credentials.
Use Access Controls
Give staff access only to the records they need for work.
Store and Delete Carefully
Keep records where they are needed for work or law, and delete copies that no longer need to be kept when lawful and suitable.
Report a Problem
If you think a document was sent to the wrong place, contact the company at once.
Questions People Ask
Can every staff member see my documents?
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Can every staff member see my documents?
Access should be limited according to the work and the agreed service arrangements.
Should I send sensitive records over an open social media group?
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Should I send sensitive records over an open social media group?
No. Use an agreed secure method and avoid public groups.
Need help with your business?
Need help with your business? Tell us your situation and we will explain the next steps.
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