Sharing and Restricting Documents

Introduction

Each day in a business setting, business documents are used, shared and modified. Productivity software provides options to effectively share and edit documents.

During a typical workday, a variety of business documents are accessed and utilized. As business laws are passed and office procedures are updated, new documents and modification of preexisting documents are needed. In such instances, a committee or designated staff member is assigned the task of proofreading drafts of the documents. Options now exist in productivity software programs that permit individuals to share business documents to provide comments and make edits in real time regardless of their location.

Sharing a Word 2016 Document

Sharing a document electronically requires the email address(es) of the individuals involved in the revision process. Access the video below to view how to share a Word 2016 document.

Restricting Documents

Documents that include employee and client personal or confidential information should not be viewed by everyone. Those documents should be restricted for access so the information is not accessible to unauthorized viewers. Access the presentation below to discover the options available for restricting documents while using Microsoft Word.

Check your knowledge in the activity below.

Takeaway

Business documents include a range of communication that provides information to employees and clients. The information may be showcased in a handbook, memo, report, or other format. Because business documents are linked to a company, it is vital that the documents are reviewed and modified so that no errors exist. Members of the document review committee should be comprised of a diverse group of individuals so that feedback can be offered from different perspectives. Documents containing personal or sensitive information should be restricted so that unauthorized individuals are not able to view all or parts of a business document.

IMAGES CREATED BY GAVS