Sharing Editable documents: risks and net-iquette

PDF sharing documents

Should Editable Documents be shared ?

 

Sharing editable document is endemic, and they may be subject to cyber attacks: containing piece of software that may harm systems

  

Document sharing in WORD format is a common practice

 
  • Virus and phishing scams may take place via word format files
  • Sensible data may be stolen, like signatures 
 

 

Using word is (unfortunately) almost a standard, Microsoft office set the standard for such kind of documents, as well as Excel and Powerpoint.

But not everyone use MS Office standard!

Finally the change is happening and more solutions now available are not only much better than Microsoft – an easy challenge!-, but they are totally fine to use even for free.

 

All solutions may rely on a NON-Editable output of the documents created. Either a PDF version or a shared version of a Google Doc, for instance, are much safer and more respectful for sharing.

Many documents are shared in editable format nowadays, creating security issues as well as customer experience issues.

Generate a PDF to share, starting from a template not only enable safety control and better customer experience, but also reduce time for operators.

 

To avoid risk you should:

  • Set up documents Templates
  • Connect data from the CRM to automate populating fields
  • Create the document in PDF
  • Share documents by links instead of attaching them to email messages

 

 

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