Confidential document sharing checklist
Check recipients, remove unnecessary information and review files and access settings before sharing confidential documents with a client.

CONFIRM THE NEED TO SHARE
- Write down why the recipient needs the documents
- Confirm the intended recipient through a known contact channel
- Check that you are authorised to share the information
- Select only the files needed for this purpose
- Remove unrelated personal or client information from the copy
- Check any handling instructions attached to the documents

REVIEW THE ACTUAL FILES
- Check that each selected file is the intended version
- Review comments and tracked changes before exporting
- Inspect hidden sheets, rows and columns in spreadsheets
- Check document properties for unnecessary identifying details
- Use a proper redaction tool for information that must be removed
- Open the final exported copies to inspect what is visible

CHOOSE THE ACCESS SETTINGS
- Choose a sharing method appropriate to the information’s sensitivity
- Check who can access the folder or link
- Remove unrelated files from the shared location
- Set an expiry date on a private sharing link, for example with [DocBunker](https://docbunker.app/en)
- Check how to revoke access before sending the link
- Check the recipient view using a non-owner session

SEND AND FOLLOW UP
- Recheck the address before sending the message
- Keep confidential details out of the message subject
- Tell the recipient what the files are for
- Ask the recipient not to forward a private access link
- Record the sharing date and planned access end date
- Revoke access when the agreed sharing period ends