How to Restrict Access to Electronic Documents

If you have personal data about your customers and staff, confidential business proposals or sensitive legal files it is important to ensure that they are secure. It is vital to ensure they are not accessible to anyone except those who have been granted permission to view them. They should also be protected from being copied, printed or altered.

The ideal solution is to use an organization system to manage documents that can limit access to electronic documents. A good system will have audit trails and monitors to detect suspicious activities. It also stops individuals who are not authorized from using usernames and passwords of the firm to gain access to sensitive areas or private email accounts. This will stop them from copying your private files onto USB devices, and then distributing them to other unauthorized locations.

Click the Permissions icon and limit access to a specific document. You’ll be able select from a menu of access levels. You can, for instance you grant Ranjit permission to read a particular document but not modify it. After you’ve done this, a message will appear saying http://www.vdr-soft.net/virtual-deal-room-software-best-practices/ that the document is rights-managed.

You can also restrict access to the entire case where the filing is located by filing the form to seal or protect a case. If the court approves your request, all documents in the case will remain secret until you decide to open them.