Evaluate your organization's document security posture in just 5 minutes. Get personalized recommendations to improve data protection and compliance.
In today's digital-first environment, document security is not just an IT concern—it's a critical business requirement. Organizations handling sensitive information face unprecedented threats ranging from cyber attacks to compliance violations. A comprehensive security assessment helps you understand your vulnerabilities and prioritize investments in protection measures.
This assessment evaluates four core pillars of document security: access control mechanisms, encryption standards, compliance capabilities, and disaster recovery readiness. By understanding where your organization stands, you can make informed decisions about security improvements that align with your business needs and regulatory requirements.
Determines who can access documents and what actions they can perform. Modern access control uses role-based systems (RBAC) combined with multi-factor authentication (MFA) to ensure only authorized personnel can view sensitive information.
Industry Best Practice:
Implement granular RBAC with MFA for all users, especially administrators handling highly sensitive documents.
Protects sensitive data both at rest (stored files) and in transit (over networks). AES-256 encryption for storage and TLS 1.3 for transmission represent current security standards that prevent unauthorized access even if systems are breached.
Industry Best Practice:
Use AES-256 encryption for all stored data and enforce TLS 1.3+ for all data transmission channels.
Maintains comprehensive records of who accessed documents, when they accessed them, and what actions they performed. Essential for regulatory compliance (HIPAA, SOX, GDPR) and for investigating security incidents or policy violations.
Industry Best Practice:
Maintain detailed audit trails for a minimum of 7 years; automate compliance reporting where possible.
Ensures business continuity by protecting against data loss due to system failures, human error, or cyber attacks. A tested disaster recovery plan is critical—backups are only valuable if you can actually restore from them quickly.
Industry Best Practice:
Implement continuous backups with quarterly disaster recovery testing and documented recovery procedures.
Managing sensitive customer financial data requires robust encryption, multi-factor authentication, and comprehensive audit trails to meet regulatory requirements and prevent fraud.
HIPAA compliance requires strict controls over patient records, including role-based access, encryption, and detailed audit logs. This assessment identifies gaps in your compliance posture.
Protecting attorney-client privilege and confidential case documents is essential. Document security assessments help ensure compliance with bar association requirements and client confidentiality obligations.
Protecting intellectual property through secure document management prevents competitive disadvantage. This assessment evaluates your ability to safeguard proprietary designs and trade secrets.
Organizations handling classified or sensitive government information need strict security controls, encryption, and audit capabilities to maintain compliance and protect national security.
Large organizations with distributed teams and complex document workflows benefit from understanding their overall security posture and identifying opportunities for improvement across departments.
Healthcare data protection and patient privacy requirements
European data protection and privacy compliance
Financial reporting and audit trail requirements for public companies
Payment card industry data security standard
Information security management system standards
Federal risk and authorization management program
For authoritative guidance on document security best practices, refer to the NIST SP 800-53 Security Controls, ISO 27001 standards, and the CISA Secure Software Development Framework.
The assessment typically takes 5-10 minutes to complete. It consists of 8 questions covering four key security areas. You can skip around and return to questions as needed.
Your results are calculated locally in your browser and are never stored or transmitted. The assessment provides immediate recommendations based on your responses. You can optionally request a consultation to discuss specific improvements.
Each question has four possible answers, scored from 0 to 3 points. A score of 3 represents industry best practices. Your overall score is the average percentage across all 8 questions. Scores are categorized as: Excellent (80+%), Good (60-79%), Fair (40-59%), and Needs Improvement (below 40%).
RBAC is a security approach where access permissions are assigned to roles rather than individual users. For example, you might have roles like "Finance Manager," "Reviewer," or "Viewer." Users are assigned roles, and their permissions are determined by those roles. This simplifies management and ensures consistent access policies.
MFA requires users to provide two or more forms of identification before accessing documents. Common factors include passwords (something you know), authenticator apps (something you have), and biometric data like fingerprints (something you are). MFA significantly reduces the risk of unauthorized access even if passwords are compromised.
AES-256 (Advanced Encryption Standard with 256-bit keys) is a government-approved encryption standard considered secure against even theoretical quantum computing attacks. "Basic encryption" often refers to weaker algorithms or shorter key lengths that may be vulnerable to modern attack methods. For sensitive documents, AES-256 is the industry standard.
Audit logs create a complete record of document access and modifications. They're essential for: detecting unauthorized access attempts, investigating security incidents, meeting regulatory compliance requirements, and demonstrating due diligence to auditors. Many regulations require maintaining audit logs for 3-7 years.
Industry best practices recommend quarterly testing (4 times per year) at a minimum. However, organizations with critical systems or regulatory requirements may test more frequently. Testing should simulate real recovery scenarios and involve actual restoration from backups to ensure the process works when needed.
Start by prioritizing the recommended improvements based on your industry requirements and current risk levels. Organizations in finance or healthcare should focus on encryption and audit capabilities first. Consider working with a security consultant to develop an implementation roadmap. Many improvements can be phased over time while focusing on the highest-risk areas first.
Quickly discover security weaknesses and areas needing improvement in your document management.
Understand where to focus resources for maximum security impact and regulatory compliance.
Compare your security practices against industry standards and best practices.
Ensure your document security meets HIPAA, GDPR, SOX, and other compliance requirements.
Minimize exposure to data breaches, compliance violations, and security incidents.
Receive personalized recommendations from document security experts.
Take our free 5-minute security assessment to identify vulnerabilities and get personalized recommendations for improving your document protection and compliance posture.