Productivity tool
Secure Document Sharing Checker
Choose proportionate controls for a proposal, pitch deck, or confidential document. Get a practical checklist for identity, NDA, watermarking, and downloads.
No signup. Inputs stay in this browser.
Recommended controls
- Use one controlled link so the current version stays clear.
- Identify the viewer with email verification or a recipient-specific link.
- Consider a viewer-specific watermark for careless forwarding risk.
- Allow downloads because offline or internal review is required. Keep version labelling clear.
The agreement wording and legal enforceability require qualified legal review.
Before you send
Remove unnecessary confidential details, name the intended recipient, label the version, decide whether forwarding is acceptable, and give the reader one clear next step.
Why this tool exists
Secure sharing is not about adding every possible gate. It is about matching access controls to the sensitivity of the document and the needs of the recipient. This checker turns those decisions into a clear checklist while preserving an important boundary: workflow guidance cannot replace legal advice or a mature virtual data room when formal diligence requires one.
Frequently Asked Questions
No. It is a decision checklist, not an audit, certification, or guarantee.
Use an NDA when genuinely confidential information must be disclosed and the agreement is appropriate for the parties and jurisdiction.
Disable downloads when sensitivity outweighs the need for offline review. Allow them when legitimate internal review requires a file, while keeping version labels clear.
Use a mature VDR when many files, stakeholder groups, granular permissions, formal audit records, or due diligence are central requirements.
No. All selections and recommendations stay in your browser.
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