确保在线文档安全的智能提示

丟失客戶檔或敏感資訊的可能性是當今困擾專業人士的最糟糕的噩夢之一。鑒於所有關於網路犯罪分子闖入並竊取所有內容的報告，這是一個合理的擔憂，使公司面臨客戶流失、法律後果、處罰甚至失敗的風險。

More and more countries are passing data privacy regulations to ensure that businesses gather and preserve client data with strict conformity to the law to prevent the leak of personal information. There are so many situations where companies have had to pay hefty fines for inadequately protecting clients’ data.
Don’t worry if you haven’t started thinking about client data protection yet—still time to make that right. Simple best practices are relatively simple to apply.

以下是您应该遵循的一些方法来保护您的在线数据。

使用快速安全的 VPN

为避免信息丢失、滥用、未经授权的访问、披露或修改，Symlex VPN 等 VPN 在信息存储设施方面采用一流的物理、程序和技术安全措施。 连接多个设备时，使用 Symlex VPN 更为实用。 只需一个高级会员资格，您就可以同时将 Symlex VPN 添加到五台设备。

Only employees who need access to user information to carry out their duties are granted it. Despite the robustness of these systems, it is crucial to realize that no data security measure in the world can provide 100% safety—data centres with high-security standards host servers. You are not required to gather or keep any traffic data or personal information using 安全的在线 VPN 服务 在任何一個數據中心。因此，下載VPN應用程式以保護您的數據至關重要。

自动化数据收集过程

確定您通常首先使用電子郵件處理哪些進程。然後，選擇最佳的業務工具來控制這些操作。為了有效地提供服務，您可能需要在整個客戶入職過程中從客戶那裡收集檔、歷史數據或說明。您可以開發需求清單範本，您和您的團隊每天都會使用這些範本從任何客戶那裡尋求支援文檔，而無需使用電子郵件。

文件收集系統通常可用於任何客戶入職平臺。這是一個集體努力，可以在您的公司內部採用，以自動化您的數據收集程式。它還使您能夠保護請求客戶檔和收集敏感數據的方式，同時確保每個團隊成員都使用相同的文檔收集程式。

僅向相關方披露資訊

Important client information shouldn’t be accessible to everyone in your firm. There are more opportunities for possible breaches the more internal stakeholders and staff you have. Creative policies, like a clean desktop policy that encourages employees not to save files on their computers, are essential in the era of remote work.
However, there is no manual way to guarantee compliance at this level correctly. Centralizing the data on common platforms and arming the team with a specialized solution that will automatically restrict access to just those who need it are the best practices to minimize the risk of data leaks from employees’ devices. You can do this to automatically establish roles and permissions for each employee in your firm. Online fraudsters use personal and financial information like cash.

盗用您身份的网络犯罪分子可能能够访问您的银行帐户、以您的名义申请信用卡或贷款、损害您的信用评分等等。 在网上披露过多的个人信息时最好谨慎行事。 如果您透露您的地址、电话号码、生日和其他敏感信息，您将面临更高的身份盗用、跟踪和骚扰风险。 它也适用于您在社交媒体上发布的数据。 仔细考虑您在线共享的信息，因为网络犯罪分子可以根据公众可用的信息拼凑出您的身份。

使用强密码保护您的文档安全

Even inexperienced attackers can access your online documents without authorization if you use a weak and well-known password for your login information. You should implement a multifactor authentication system for your online platforms and employ strong passwords. I strongly suggest utilizing a password management solution if you aren’t already. Some software that acts as password managers save passwords with high-level encryption and are free for primary usage.

像这样的解决方案 最后通行证 可以提醒您更新密码，甚至可以让您与团队成员共享密码而无需透露您的凭据。 大多数用户在客户端在线界面开启密码保护，以确保其他人无法访问任何共享文档 集群文档.

僅使用安全平臺共享文件

如果您需要一种能够在新业务合作伙伴关系中实现安全文档共享的解决方案，您还可以查看客户入职系统。 与 CRM 不同，客户入职计划以客户为中心。 它允许您的最终客户在与您的员工直接交互的同时，通过单个安全 URL 发送和接收文档。

用戶可以定義文件共用的安全標準，例如，使用 Clustdoc，它使用最高級別的加密、共用和可訪問性來保護用戶數據。最終使用者 2 因素身份驗證是使之成為可能的主要特徵之一。通過使企業主能夠保護其客戶和組織免受潛在的安全問題的影響，它為客戶帳戶增加了額外的安全層。

You will get access to front-end tools to improve the security of each file requested or sent through these platforms and the built-in protection that comes with using a dedicated business app for handling client documents. Business users can configure a password expiration policy for their clients using Clustdoc, for instance. It is a crucial feature since, according to most security professionals, you should change your password every three months to ensure that hackers can’t access your account for an extended time.

僅使用具有可靠文檔隱私政策的平臺

如果你想确保你计划实施的系统，隐私政策是至关重要的。 它提供先进的安全性来保护您的客户文件，并允许您在分析您的团队可用的各种选项时遵守适用于您所在国家/地区的数据隐私法。 您可以访问的功能数量将决定您遵守规则的程度； 因此，这是一个需要考虑的重要因素。

选择您未来的供应商时，需要考虑以下几点：

1. 有没有办法让客户在开始向我发送文件之前知道我的公司有隐私政策？
2. How can I record a user’s consent in case there are any concerns in the future?
3. 我如何跟踪并为我的客户提供一种提交数据隐私请求的简便方法？

您可以使用 Clustdoc 安全地發送文檔，因為它具有內置的安全措施並符合 GDPR. Before any file sharing takes place, one of these features allows the user’s approval to be obtained in the client interface.

只收集必要的东西

If you do not currently have software handling that, we advise adding reminders to your staff’s calendars to regularly review old customer records and remove any clients who are no longer doing business with you. Here, Clustdoc is helpful. For instance, the platform allows you to automatically remove old client records from your account after a specific date.

您是否正在寻找一种更有效的方法来保护您的在线客户文档？
如果保護客戶數據是重中之重，Clustdoc無疑可以為您的公司提供説明。我們將數據安全放在所有其他方面之上，以保護我們計劃中共用的論文。訪問 Clustdoc 開始在受保護的用戶端入職平臺上收集文件。

While it’s crucial to protect your online documents, it’s equally important to be aware of mistakes to avoid online that could compromise your work and security.

结论
Therefore, a company must have policies addressing the security of documents and enforce such standards. Members with clear guidelines and instructions on handling documents will significantly enhance the team’s capacity to maintain security records. This article has highlighted some of the things you should do when it comes to securing your online forms.