5 ways to protect confidential documents while working remotely - Digify (2024)

The need to protect confidential documents has recently become more important as companies trend towards remote working. In a short time, the COVID-19 outbreak has disrupted the way companies conduct their business operations. Working in the office using the company’s secure computers and networks might not be an option anymore. Even after pandemic, many companies are looking to continue working from home, or at least giving people an opportunity to do so.

Need to secure confidential information

When working from home or other locations outside of the office, it is a problem to secure confidential information to make sure that only the right people have access, and leakage is minimized.

Failing to safeguard confidential documents adequately could lead to issues such as leakage of intellectual property, compliance issues or reputational risks.

To help you mitigate the security concerns, here are five ways that you can consider to protect confidential documents while working remotely:

1. Implement a company-wide policy on document security

If you don’t already have it, create a clear policy on confidential documents sending for your employees that include the dos and don’ts when handling sensitive information, when working remotely. Specify the security measures that need to be followed, such as only storing and sending documents using an encrypted cloud storage or monitor activities on sensitive documents.

When followed, these measures will help your team to have an efficient workflow and keep confidential documents secure while working from home.

2. Refrain from using public or unsecure wifi

When working remotely, it is difficult to know where employees will be working. They could be in a coffee shop, or using unencrypted networks at home. When you use an unsecure network, other third-party observers can monitor your traffic.

To mitigate unsecured network concerns, you can mandate the use of a VPN that effectively masks your online identity and encrypts your online connection. Another option is to use a personal hotspot from a dedicated device or your phone, if using a VPN is not possible. While traffic is not encrypted between the hotspot and its destination, it reduces the chances of hackers listening in on the traffic by people on the same public Wi-Fi.

3. Review the company’s password policy

Reports have shown that in the first quarter of 2020 alone, 67% percent of data breaches resulted from stolen or weak passwords, human error, and social attacks. It’s possible that the chances of credential theft and human error are higher when working remotely, especially if you’re using an unsecured network connection and a non-corporate computer to do your work.

Revising the company’s password policy can minimize chances of data breach due to weak credentials. The policy should include protocols to update passwords regularly and add multi-factor authentication to your cloud storage solution. It would help if you enforce your employees to not use the same passwords on multiple accounts, or to use a password manager instead.

4. Use a rights management tool

Whether they’re due diligence documents or employees records, it’s recommended to limit the access of confidential information to specific persons only. You can keep access to confidential documents within the management team because not everyone in your organization needs access, particularly if you work with freelance contractors or third-party agencies.

By using a rights management tool, you can minimize the risk of content leakage that could be harmful to your business. Typically rights management tools will allow the control of access, printing and download. More advanced tools may have watermarking and screenshot protection.

5. Track and know what happens with your documents

Tracking activities of your confidential documents can provide you with valuable insights on how they are being accessed. You can take advantage of the robust analytics and activity logs to track activities and perform forensics on who has accessed it and when. You’ll be able to notice any suspicious activity such as unauthorized access or distribution on your confidential documents.

Control your documents today

Adapting to the new way of working requires you to identify the proper workflows in business operations, including how to maintain document security. Knowing the best practices on protecting confidential documents can minimize the chances of a detrimental data breach. Have clear protocols on storing and sending confidential documents while working remotely within your company.

Digify helps you keep control of your documents after sending. It has comprehensive rights management, watermarking, tracking and protection features for files, videos and emails. If you’re interested in seeing how Digify can help increase your document security while working remotely, learn more or try it out by starting your 7-day free trial.

5 ways to protect confidential documents while working remotely - Digify (2024)

FAQs

5 ways to protect confidential documents while working remotely - Digify? ›

Consider using additional security software on home equipment that will flag up suspicious communication. Make sure there are additional security steps to be taken for anyone dealing with payments and finances. Where possible, think about multi-factor authentication for remote access to internal networks and systems.

What are 5 ways confidential information is protected? ›

Guidelines for data confidentiality
  • Encrypt sensitive files. ...
  • Manage data access. ...
  • Physically secure devices and paper documents. ...
  • Securely dispose of data, devices, and paper records. ...
  • Manage data acquisition. ...
  • Manage data utilization. ...
  • Manage devices.

What are 5 steps you can take to keep record keeping contained to keep confidential information secure? ›

Table of Contents
  • Use a Paper Shredder.
  • Lock up Confidential Documents.
  • Secure Computers and Network.
  • Control Access.
  • Provide Security Training.
  • Is Your Business Safe and Sound?

How do you ensure security and confidentiality when working remotely? ›

Consider using additional security software on home equipment that will flag up suspicious communication. Make sure there are additional security steps to be taken for anyone dealing with payments and finances. Where possible, think about multi-factor authentication for remote access to internal networks and systems.

How do I protect a confidential document? ›

To help, we've created a checklist that covers the best practices for keeping your files secure:
  1. Convert paper documents to digital.
  2. Provide training for staff.
  3. Regularly review access permissions.
  4. Educate your team on secure passwords.
  5. Take advantage of encrypted storage.
  6. Prevent fraud with audit trails.
Jul 12, 2022

What are the 5 levels of confidentiality? ›

Data Classification in Government organizations commonly includes five levels: Top Secret, Secret, Confidential, Sensitive, and Unclassified. These can be adopted by commercial organizations, but, most often, we find four levels, Restricted, Confidential, Internal, Public.

What four strategies can be employed to help protect confidential information? ›

Table of Contents
  • Add confidentiality clauses to contracts.
  • Use Non-Disclosure Agreements (NDAs) or Confidentiality Agreements.
  • Develop confidentiality training and policies.
  • Create an employee exit procedure.
  • Dealing with breaches in confidentiality.
Mar 5, 2024

How do you handle confidential information and maintain confidentiality in a remote work environment? ›

Utilize secure communication tools and emphasize device security: Employ encrypted communication channels to protect the confidentiality of conversations and shared data, encourage employees to secure their devices with strong passwords, and ensure that antivirus software is updated.

How do you store confidential data safely? ›

Removable Data Storage

One strategy for securely storing sensitive data is to keep most or all of it on removable devices such as flash drives. That way, if a laptop gets lost/stolen, there's very little data on the computer itself that could compromise your life.

What security precautions work remotely? ›

Secure your privacy with a VPN

If you are using your own computer for remote work, get a VPN to secure your connection and encrypt your data. With VPN, your web traffic can't be accessed by anyone you don't want to.

What is an important security practice when working remotely? ›

Ensure Secure Password Practices. Passwords are the first line of defense in the security of almost every computer, website, phone, or mobile device. However, creating strong passwords tends to be one of the most overlooked ways of protecting ourselves when working from home.

What is confidential information and how it can be protected? ›

Confidential information is personal information shared with only a few people for a designated purpose. The person who is receiving the information from you, the receiver, generally cannot take advantage and use your information for their personal gain, such as giving the information out to unauthorized third parties.

What are three types of confidential information? ›

Three main categories of confidential information exist: business, employee and management information. It is important to keep confidential information confidential as noted in the subcategories below. Customer lists: Should someone get a hold of your customer list, they could steal customers from you.

How can sensitive and confidential information be protected? ›

Encrypt sensitive information that you send to third parties over public networks (like the internet), and encrypt sensitive information that is stored on your computer network, laptops, or portable storage devices used by your employees. Consider also encrypting email transmissions within your business.

What are the three types of information to protect? ›

  • There csn be many sensitive Information . ...
  • PII - personal identifiable information. ...
  • Financial sensitive information - PAN number, Social security Number, bank account no etc.
  • Organizational sensitive information - information related to client information, employees information, financial information.
Jun 28, 2020

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