Private file protection
How can I use client records, contracts, and quotes while protecting privacy?
Follow organizational rules for access and storage, reduce notifications, previews, and sharing scope during use, lock Windows when leaving, and use appropriate encryption for sensitive files that may be stored locally.
Emergency screen cover does not replace information governance
Confirm whether the records may be downloaded, who may access them, how long they should be retained, and how they are backed up. Share only the necessary application during a presentation and disable email and chat notifications so filenames, client names, and contract amounts do not appear in previews.
A configured action can hide windows or lock Windows when someone approaches, but that addresses only the immediate scene. Long-term protection still relies on permissions, encryption, backups, and organizational processes. The software does not read records and classify their sensitivity.
- Follow client and organizational data rules
- Limit visible content while screen sharing
- Lock Windows and any unused vault when leaving