How to Use Secure File Sharing for Sensitive Documents

In today's digital business environment, sharing sensitive documents securely is essential for protecting confidential information. Whether you're sharing financial reports, legal documents, or intellectual property, ensuring these documents remain secure is crucial. Papermark offers comprehensive secure file sharing features that provide peace of mind when sharing your most sensitive documents.

Step 1: Upload Your Documents

Before you can share your documents securely, you'll need to upload them to Papermark:

1. Log into your Papermark account.
2. Navigate to the "Upload" section to add individual documents or create a Data Room for organizing multiple files.
3. Upload your documents that require secure sharing.

Upload Documents

Step 2: Configure Security Settings

Once your documents are uploaded, it's time to configure the security settings:

1. Access the document settings.
2. Select the security options that suit your needs from the available features.

Step 3: Set Up Password Protection

Password protection adds an essential layer of security:

1. Enable password protection in the document sharing settings.
2. Create a strong, unique password that will be required for recipients to access the document.
3. Share the password separately from the document link for added security.

Step 4: Configure Access Controls

Granular access controls let you define exactly how recipients can interact with your documents:

1. Set viewing permissions to determine whether recipients can download, print, or only view the document.
2. Set expiration dates for time-sensitive documents.
3. Restrict access to specific email domains or individuals if needed.

Step 5: Enable Dynamic Watermarking

Watermarking helps deter unauthorized sharing:

1. Enable dynamic watermarking in the document settings.
2. Configure watermark settings such as opacity, text, and positioning.
3. Enable viewer information to display the viewer's email address and timestamp on the document.

Step 6: Require NDA Signing (Optional)

For highly sensitive documents, you can require viewers to sign an NDA before accessing:

1. Enable NDA requirement in the document sharing settings.
2. Upload your NDA document or link to an online agreement.
3. Recipients will need to accept the terms before gaining access to your document.

Step 7: Share Your Document Securely

Now that your security settings are configured, you can share your document:

1. Generate a secure sharing link from the document dashboard.
2. Send the link to your intended recipients through your preferred communication channel.
3. Share the password separately if you've enabled password protection.

Step 8: Track Document Access and Activity

One of the most powerful aspects of secure file sharing is the ability to track document access:

1. Access the analytics dashboard for your shared document.
2. Monitor who has viewed the document and when.
3. See which pages were viewed and for how long.
4. Receive notifications about document access if enabled.

Benefits of Secure File Sharing

Implementing secure file sharing with Papermark provides numerous benefits:

• Protection from unauthorized access through multiple security layers
• Deterrence of unauthorized sharing through watermarking and tracking
• Complete visibility into who accesses your documents and when
• Compliance support for industries with strict data protection requirements
• Control over document lifecycle with expiration dates and access revocation

Conclusion

Secure file sharing is an essential practice for any business handling sensitive information. By following these steps and implementing Papermark's comprehensive security features, you can share your documents with confidence, knowing they're protected with enterprise-grade security while maintaining full visibility into how they're being used.

Start Securing Your Documents