The short answer
Documents may contain confidential personal and business information. Review recipient, public-sharing and download controls for every sensitive agreement.
Availability: Available to accounts with access to Booking System or Document Editor. Providers and advanced controls depend on account configuration.
Step-by-step
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Verify recipients
Confirm signer email addresses independently before sending confidential material.
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Limit public access
Use public sharing only when appropriate and enable displayed password or access controls for sensitive links.
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Control downloads
Allow downloads only when recipients need a local copy and policy permits it.
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Minimize sensitive requests
Use Verify ID and File Upload only when necessary, disclose the purpose and follow retention requirements.
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Revoke obsolete access
Unshare links and remove unnecessary access when the workflow or retention need ends.
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