Streamlined Document Sharing: Secure Upload Process 
Streamlined Document Sharing: Secure Upload Process
Upload is the first control point in secure sharing workflows.
Upload checklist
- Confirm file is final version
- Classify sensitivity level
- Apply access template before sharing
- Verify expiry/open-limit settings
Post-upload workflow
- Generate controlled link.
- Test link on mobile and desktop.
- Distribute to segmented audience.
- Monitor open logs.
Final takeaway
A standardized upload checklist prevents most sharing errors before they happen.