Use this guide when you regularly send contracts, invoices, photos or personal data to people outside your team. Have your cloud storage account open and a short list of the people and file types you share most often.
Step by step
Decide what counts as sensitive
List the files you share that contain personal data, bank details, contracts or pricing. Anything on that list needs a restricted link or an encrypted file, never an open link or a plain email attachment. Everything else can use your normal method.
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