secure document sharing checklist
measure the vulnerability of your confidential documents. go through the audit points below to calculate your current security score and read suggestions to eliminate leakage points.
basic
critical security holes detected. anonymous links can be forwarded, downloaded, or shared without audit history.
require viewer email registration
+10 ptsprevents anonymous reading. senders know exactly who opened the files.
verify viewer email authenticity (otp code)
+10 ptsensures the viewer didn't type a fake email to gain entry.
restrict access to specific domains or whitelisted emails
+10 ptsrestricts viewing only to target organizations to stop forward leaks.
require link password protection
+5 ptsadds a second authentication factor, especially when sharing files via public channels.
set custom link expiration dates
+5 ptslimits the time window the document is vulnerable to unauthorized review.
limit maximum views per link
+5 ptsprevents a link from being shared across public message boards.
provide 1-click active session revocation
+10 ptskills reader sessions instantly mid-view if a threat or leak is detected.
apply dynamic visitor watermarking
+10 ptsoverlays reader email, ip address, and timestamps to deter photography leaks.
implement browser-based screenshot deterrence
+5 ptsblocks standard browser capture extensions and dom print api calls.
disable raw file downloads / printing
+10 ptsforces in-browser viewing, stopping local storage of original pdfs.
gate access with non-disclosure agreement (nda)
+5 ptsestablishes a legal confidentiality contract before the document is rendered.
track page-by-page read duration
+5 ptsidentifies slider focus areas to detect high-interest or leaked screenshots.
track embedded link clicks within files
+5 ptsidentifies whether the reader engaged with internal pitch links.
enforce aes-256 encryption at rest
+10 ptsthe gold-standard security baseline ensuring file storage is secure from system hackers.
enforce tls 1.3 encryption in transit
+10 ptsprevents data sniffing or packet intercepts between client browsers and servers.
provide permanent instant deletion of source files
+10 ptsensures files deleted by the sender are wiped permanently from databases with zero backup retention.
a high checklist score represents a robust, deterrence-based security posture but cannot guarantee absolute leak prevention. senders must be aware of inherent software constraints:
- screenshot deterrence blocks standard screen-recorders but cannot prevent physical camera photography or hardware capture tools.
- dynamic watermarks discourage leaks by making leaks traceable, but do not prevent manual retyping of documents.
- disabling downloads prevents raw pdf file transfer but does not stop readers from manually copying details off their screens.
secure your documents with sendnow
implement email verification, dynamic page watermarking, download blocking, and instant revocation out of the box without complex settings.