Sending confidential electronic documents may sound as easy as attaching a password protected PDF to an email and pressing send or using your eMarketing platform to send them…
There are however more stringent processes, including system security requirements that should be considered when it comes to emailing documents containing confidential customer information.
Security should be considered from the point where the data is transferred and then every step in between.
This includes:
- Secure data transfer
- Administration Portal
- https
- Role and permission management
- Environment
- Firewalls
- Secure RCP for inter-server communications
- Data encryption & secure data storage
- Reports often contain sensitive information so they need to be sent with secure attachments or using secure data transfer protocols.
See the eDocument security checklist
Keep an eye on your inbox for Part 5 – Sending your emails (final post in this series).
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Linda Misauer
Vice President, Global Solutions at Striata, a Doxim company.
Linda Misauer is the Head of Global Solutions at Striata and is responsible for technical Research and Development, Operations and Project Management for global initiatives.
Linda previously led the Product Management of the Striata Application Platform before moving across to Striata North America as Chief Technical Officer (CTO). As Product Manager, her responsibilities included internal project management of the product development team, market research & product feature design, as well as the product lifecycle management and quality control. As CTO, Linda was responsible for all technical operations for North, Central and South America, including the Project Management, Support, Production and Data Engineering.
Linda has over 10 years of experience in the IT industry, ranging from video streaming solutions and website application development to electronic billing and messaging. Prior to joining Striata in 2002, Linda held the positions of Chief Information Officer at AfriCam, and was IT project manager at Dimension Data.
Linda studied at the University of Natal – Pietermaritzburg and holds a degree in BSc, Majoring in Computer Science and Economics. Linda also has a Diploma in Project Management.
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