Objective and when to use it
Protect a document when access or editing needs a clear boundary. First decide who may open, print, copy or edit it.
Recommended flow
- Classify the document and select only necessary restrictions.
- Create a unique, strong password and share it through a separate channel.
- Test opening and permitted actions with a copy.
- Store the protected file and recovery details according to policy.
Care points
Access controls are not a substitute for secure sharing, backups or organizational policy. Do not promise protection beyond what you have verified.
Checklist
- Permissions have a defined purpose
- Password is unique and recoverable by policy
- Opening and allowed actions tested
- Recipient and channel confirmed