Short answer
If a document contains customer data, legal terms, payroll information, IDs, or unreleased company plans, treat upload decisions as security decisions.
No-Upload Sensitive Document Checklist
If a document contains customer data, legal terms, payroll information, IDs, or unreleased company plans, treat upload decisions as security decisions.
Why it matters
- Inspect filenames and extra pages
- Remove customer and payroll details where possible
- Use approved systems for regulated files
What to know
Teams often leak context accidentally through screenshots, filenames, metadata, and extra PDF pages.
A no-upload checklist helps non-technical teammates make safer decisions without waiting for a security review every time.
When upload is unavoidable, reduce the document to the minimum necessary content and use approved systems.