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Digital Document Security Best Practices for Safeguarding Your Organization’s Data
Digital document security

Digital document security continues to be a major concern for companies that have embraced digital transformation initiatives.


This article reveals the best practices in document protection your organization can implement today. Eventually, you’ll be equipped with all the information needed to protect your documents from security vulnerabilities.


What Is Document Security?


Digital document security refers to a series of measures taken to protect documents, confidential data, and other sensitive information from unauthorized access or theft. These security measures also involve safeguarding digital documents from being altered or unlawfully reproduced.


Examples of document security measures include multi-factor authentication and password protection.


Why It’s Important


Several factors make document security important. For one, it helps prevent unauthorized document access.

In 2023, over 3000 US companies experienced data breaches, an almost 50% increase in victims compared to the previous year. These statistics reveal two things:


  1. The security threats posed by cyber threat actors are on the rise, and
  2. Safeguarding sensitive data is nearly impossible without implementing document security.


Additionally, document security is essential because it can shield your business from the costs associated with data breaches.


Aside from the embarrassment involved with having your digital documents exposed, security breaches can also have financial ramifications. For instance, your company can incur costly reputational damage due to a loss in customer trust.

And that’s without the legal consequences that may arise from leaks of confidential information or falling foul of regulatory compliance.


Finally, document security can prevent incidents of internal data loss.


Problems don’t solely arise when unauthorized outsiders access documents in your custody. Secure documents can also become corrupted by hardware damage. The security features associated with document security software tools can prevent such an outcome.


Pillars of Digital Security


There are five pillars of document security you should know. They are:


  • Confidentiality: The main thrust of document security involves keeping the contents of important digital documents private. Thus, confidentiality measures prevent prying eyes from viewing your intellectual property and ensure data privacy.


  • Authenticity/Integrity: This security pillar refers to the state of a digital document. Security procedures related to authenticity ensure that the files haven't been tampered with (deliberately or otherwise) while in transit or when stored.


  • Authentication: Authentication measures ensure that only authorized users gain access to digital documents. Documents can’t be accessed if the individuals trying to access them can't prove their status as company employees or other authorized users.


  • Accessibility: Accessibility measures ensure that documents are accessible to the relevant parties whenever they're needed. This security pillar entails preventing and fending off cyber attacks that deny access to your documents.


  • Access Control: Access control measures involve monitoring documents, specifically how they're accessed. The security system keeps a record of files sent, opened, and modified during specific time periods. Audit trails, digital signatures, and logs are some of the many ways of monitoring document access.


Keeping your digital documents protected entails introducing measures that touch on all of the pillars mentioned above.


Essential Document Management System Features


When choosing a document management system, make sure it provides most or all of the following essential features:


Passwords


Password protection is one of the most common and straightforward ways to secure PDFs and other digital files. It can act as the first line of defense against unauthorized users who inadvertently access a file or nefarious individuals who obtain it through theft.


This security measure is best implemented in combination with others, as it offers limited protection by itself.


Watermarks


Document watermarking is an excellent feature with multiple applications. It’s useful for labeling documents as confidential, a measure that increases the likelihood of recipients keeping them that way. Additionally, they can be useful for tracing leaks when they happen (such as by watermarking a document with the receiving party’s email address).


Document Tracking


Document tracking is useful for monitoring a document's movement. This feature can keep track of who has had access to a document and from where. It's best used in tandem with a measure like access revocation because you can remotely deny access when you discover suspicious activity.


Digital Rights Management


Digital rights management involves controlling the amount of access a user has to a document and what they can do with it. This feature lets you create custom permissions, limit access, and more.


For example, you can disable document printing or copying and pasting to prevent the document from spreading.


Access Revocation and Document Expiry


In cases where you want to revoke document permissions or restrict access remotely, you’ll need a security system with access revocation. A potential use case is if you’ve sent a document to a third party during business dealings and the relationship falls through.


Document expiry works similarly, except the denial of access happens automatically at a pre-programmed time.


Document Security Best Practices


Document security tools alone won’t keep your organization’s documents safe. You also need to take human error into account. Here are a handful of best practices you can implement:


  1. Educate Your Staff: Human error is one of the leading causes of data breaches, which makes educating staff especially important. Your employees need to be able to recognize social engineering ploys and phishing scams when they see them. Additionally, they must know how to handle documents safely
  2. Use Redactions: Redactions are useful for keeping private information within documents hidden from unauthorized individuals and employees. For example, a document management system like iDox.ai leverages artificial intelligence to identify and conceal potentially sensitive data like personal information and social security data.
  3. Track Documents: Tracking documents lets you monitor who has access to what document at any given time, as well as the changes they’re making. iDox.ai takes this best practice one step further by providing a version control feature that lets you compare different versions of the same document.
  4. Implement Permissions: Permissions let you grant document access privileges to specific users. This practice minimizes risk by ensuring that only the right people have access to sensitive files.
  5. Update Your Software Regularly: Keep your document management system updated regularly. Doing so will ensure you receive the latest security vulnerability patches.
  6. Backup Your Digital Files Regularly: If your documents fall prey to cyber criminals, you may need copies of them to continue functioning. Thus, make sure to keep backups so your business operations aren’t held hostage.


In addition to the above-mentioned best practices, make sure to choose a reliable security system for your documents. iDox.ai is one such system that’s worth considering, as it provides all the features needed to safeguard your documents from threats, both external and internal.


Final Thoughts


Understanding the pillars of digital security and the essential features to look for in a document management system are the first steps to keeping your documents secure. Once you implement the best practices discussed in the article, you’ll reduce the risk of your organization’s documents falling into the wrong hands.


Try iDox.ai today to see how our software can help your organization secure its documents.

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