Your clients entrust you with their most sensitive information when you provide professional services such as financial, insurance, and legal solutions. The protection of documents is essential for maintaining their trust, loyalty, and confidence. To do so, make sure your contracts, agreements, and other sensitive papers are securely exchanged, stored, and accessed by only those who need them.
Follow this checklist to learn how to acquire control over your data while also improving the security of your customers’ documents.
Ask the following questions to do a rapid document security audit at any time. They are:
Are our employees and suppliers aware of the policies and do they implement them consistently?
Do you have documented policies in place for the collecting, storage, handling, and deletion of private information at your company?
Do you have a catastrophe recovery plan in place?
Do you conduct extensive background checks on all your employees and vendors?
- Protect your physical workstation and printed papers by following these steps:
- How safe are files that have been archived or moved off-site?
- Is it normal for your express courier service to keep our documents from pickup to delivery?
- When clients come to visit, are the workstations password protected?
- Do you have any policies in place for regular clean-up and shutdown?
- Are outsiders able to access office servers and confidential documents?
- Is your technology designed to ensure the safe storage of sensitive data while considering the following factors?
- Anti-malware and antivirus
- Keeping insurance and financial documents safe
- Policy observance and access privileges
- Computer software (including available updates and patches)
- Submissions (such as file sharing)
- An IT director’s annual evaluation of your technology is critical for keeping confidential material safe and identifying security problems that require prompt attention.
Educating Your Employees
Many data breaches have happened in history because of employee negligence. Hence, it is critical to train employees about potential security threats and how to deal with them.
Malware, spyware, ransomware, phishing, and other common dangers can be efficiently prevented and conquered by informing your personnel about the hazards involved. Through continual monitoring and oversight, the in-house IT team must ensure that the entire workforce follows the security rules. By educating your employees, they will be able to tell the difference between legitimate email and spyware that might bring the entire system down.
When you hand over your information and details to DHL Express, all your vital and confidential information is taken care of with utmost importance. You can also check DHL’s Phishing Site and Scam Call Advisory content for more information.
Biswajit Rakshit is a professional blogger and writer. He loves to write on various topics.