Cover All Your Bases When It Comes to Document Security

You want your company’s data to be secure. Whether it’s protecting employee records and sensitive client information or guarding official papers that you don’t want competitors to see, document security is one of the many responsibilities that every business has to address. Companies are tasked to categorize both paper and electronic documents based on a predetermined sorting system that identifies each document’s level of security.

Whether you are developing your classification system from scratch or altering one that is already in place, it is important to be proactive rather than reactive when it comes to document security.

The first step in document security is to determine an agreed-upon labeling system for both paper and electronic documents. There are two distinct aspects of how you classify data: the document’s sensitivity level and the document’s designated audience. Tiered levels of classification are meant to determine strictness of security, whereby a level one document is less secure than a level two or three document. Furthermore, these tiers determine who can access the data, whereby any company employee may be able to view a level one classified document, but only high-level managers and officials can view and edit level three files.

The next step is enforcing these new protocols and ensuring employee compliance. One way to do so is to consider automating the classification process. Document automation software automatically classifies and stores all of your electronic documents—from emails and memos to invoices and scans. Moreover, automating the process also provides instant restrictions on file access based on your company’s fixed parameters. Finessing your business’s document security system by incorporating Document Automation software through a Managed Services Provider (MSP) like Infomax removes human error and ensures compliance with your new system.

Most established companies have some document security protocols in place, but are they effective? Revisiting your predetermined document security rules to clarify, simplify, and modernize policies is recommended to ensure that each piece of data is secured appropriately every time. When it comes to employee compliance, simplicity is key. Ensure that your rules are precise, unambiguous, and easy to follow so that your team can comply with your internal document security protocols. One way to modernize your system is by bringing in an MSP to evaluate your current filing system and improve it with software designed to optimize workflows.

Contact Infomax today to learn how Document Automation can systematically streamline your business’s document security protocols.