# Document Sharing Decision Guide

Fictional example, not actual customer or transaction data.

| Situation | Possible method | What to check | Important limitation |
| --- | --- | --- | --- |
| Public one-page handout | Attachment or public download | Correct version and readable format | Copies cannot be recalled |
| Confidential review-only document | Named-recipient controlled link | Identity check and view permissions | Viewing restrictions do not prevent every copy |
| Recipient needs offline analysis | Approved encrypted transfer | Recipient can decrypt and use the file | Future access cannot erase saved copies |
| Many reviewers and changing documents | Controlled shared workspace | Roles, versioning and review process | Setup and ongoing ownership are required |