Use secure sharing for files and notes
The Rule
Share follow-up files via approved systems with proper permissions.
Why It Matters
Prevents data leakage and version confusion.
Common Mistakes
- Emailing sensitive files broadly
- Using personal file links
Pro Tip
Share a single source-of-truth folder and limit access.
This Rule Applies To:
Roles: Host / facilitator Participant
Situations: Client meetings Team meetings Training sessions
Audiences: HR & L&D teams Managers & team leads Remote employees
Platforms: Universal
Organization Types: Corporate Government / public sector