How to handle confidential documents
PURPOSE
Confidential documents require extra care when storing, sharing, printing, and disposing of them.
BEFORE HANDLING
Confirm who is allowed to view or edit the document.
STORAGE
Store confidential documents only in approved locations with appropriate access controls.
SHARING
Share with specific people, not broad groups or public links. Use view-only access when editing is not required.
DISPOSAL
Shred printed copies and delete electronic copies according to retention requirements.