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How to Restrict Access to Electronic Documents

If you’re storing personal information regarding customers and staff as well as confidential business proposals or sensitive legal files you must ensure they are safe. It is vital to ensure they are not accessible to anyone except those who have been granted permission to view them. They must also be secured from being copied, printed or altered.

Ideally, you should implement a system to manage documents to help restrict access to electronic files. A good system should have audit trails and monitors to detect suspicious activity. It will also stop people from committing fraud by using firm passwords and usernames to gain access to private company email accounts or other sensitive areas of the system. This will stop these individuals from distributing and copying your password-protected files via USB devices to unauthorized locations.

Click the Permissions icon and limit access to a specific document. You’ll be able to select from an array of access levels. For instance, you could give Ranjit permission to read documents, but not modify it. Once you’ve done this the message will show stating that the document is rights-managed.

You can also restrict access to the entire case where a file is located by filing the form to seal or protect a case. If the court approves your request and all documents filed in that case will be kept private until you decide to open them.

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