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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.

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