If you need to protect sensitive or confidential data in your customer communications then you should consider using Multi-Factor Authentication (MFA for short) as part of your digital journey. You can use MFA to either protect a document that is attached to an email or to validate users before they can access a Document/Webform that is hosted in Which50.
Essentially Multi-Factor Authentication is a security system that requires two separate, distinct forms of identification in order to access content in an online document or an email attachment. Typically the first factor will be the email address or mobile number that is used to communicate the initial message to the customer and then the second factor could be a passcode sent via email or SMS or another piece of data such as Date of Birth, Account Number or Post Code.
Contact us at firstname.lastname@example.org if you'd like to learn more about setting up this process.