Classify the file before uploading it
Classify sensitivity and confirm upload approval. Remove content and metadata the recipient does not need.
Safer upload habits, retention decisions, batch workflows, metadata hygiene, and durable file organization.
A safe workflow considers who may process the file, what hidden data it contains, how long copies persist, and who can retrieve the result.
Treat every upload as a data-handling decision. Confirm that the file is approved for online processing, remove content and metadata the recipient does not need, and understand encryption, access, retention, and deletion before conversion. After download, verify the output, send it through an authorized channel, and delete temporary or saved copies when the workflow no longer needs them.
See how uploads are handled on the file security page, or lock a document with PDF password protection before sharing it.
Classify sensitivity and confirm upload approval. Remove content and metadata the recipient does not need.
Use the shortest practical retention path. Download, verify, distribute securely, and delete temporary copies.