Document Distribution Compliance: A Checklist You Can Actually Use
Document Distribution Compliance: A Checklist You Can Actually Use
Compliance becomes easy when it’s broken into capabilities you can verify: who accessed, under what rules, and whether you can prove it later.
The 4 compliance capabilities
Identity & authorization
- Use verification for sensitive documents
- Separate internal roles vs external recipients
- Apply “least privilege” by default
Limits & boundaries
- Expiration dates (avoid permanent access)
- View limits (reduce leak window)
- Download/print restrictions when necessary
Audit logs
- Access events (time, count, basic environment signals)
- Exports for reviews and investigations
- Alerting for unusual patterns
Governance
- Policy templates by document type
- Change control for high-risk materials
- Retention rules for logs and documents
A quick start checklist
- Verification enabled for confidential docs
- Expiration date set
- View limit set (if appropriate)
- Access logs enabled + exportable
- Owner and policy template recorded