Your Data​​​​​​​ Health Check 

arrow_drop_down_circle
Divider Text

Step 1. Discover your data risks

In just 3 minutes, you'll get a personalized plan showing your security gaps, how to fix them, and the tools to do it.

​​​​​​​Benefits: Make your business information easy to find and protected from:

  • Data loss
  • Unauthorized access
  • Compliance penalties

​​​​​​​Let's get started!
arrow_downward

1.  Is your business-critical information safe?

(Check all locations your company information is stored.)
settings
settings
settings
settings
settings
settings

Why location matters

👉 Knowing how your information is organized helps you spot inefficiencies, vulnerabilities, and bottlenecks. Better organization means faster access, fewer errors, and lower overhead.

→ Key stat: Companies with effective document management report a 82% reduction in audit preparation time, saving time, money, and helping to avoid fines and failed audits.

Best Practice Takeaway

One Source of Truth. Not a Thousand Risks.
Standardize your data into one secure source of truth so they're easy to find, and secure.
​​​​​​​Build backups with intention—not by scattering duplicate files across emails, drives, or outdated systems. Uncontrolled duplication isn’t protection—it’s a risk.

2. Can the wrong people see your data? ​​​​​​​

List teams or roles and the documents they access:
settings
arrow_forward
settings
settings
arrow_forward
settings
settings
arrow_forward
settings

Why visibility matters

👉 70% of data breaches originate from internals sources - often due to excessive access rights. Role-based access reduces that risk while improving productivity by up to 30%.

→ Industry Insights: Employees are adopting “shadow AI” tools such as ChatGPT and other consumer-grade assistants without formal oversight or IT governance. While these tools often improve individual productivity, they raise security and quality concerns.  (MIT report)​​​

Best Practice Takeaway

Control Access, Protect Your Data
Setting clear, role-based permissions protects sensitive data and ensures compliance, while regular reviews keep access aligned with team needs. Providing your team with secure AI tools that enforce your permission controls keeps you protected and productive.

3. Do you have the right policies in place?

(Check all that apply) ​​​​​​​
settings
settings
settings
settings
settings

Why policies matter

👉 Clear policies safeguard your business. Without enforcing them, you risk non-compliance, data loss, or legal exposure.

Retention Policy
→ Define how long documents are kept and when they’re destroyed to stay compliant and reduce storage bloat.
Version Control
→ Track document changes to ensure the most current information is being used.
Audit Trail
→ Keep a log of who accessed or modified documents to support internal reviews, legal discovery, and regulatory audits.
Security/Encryption Standards
→ Apply encryption and access controls to safeguard sensitive data and meet industry compliance standards.

Best Practice Takeaway

Clear Policies, Automatic Protection
​​​​​​​Use DocuXplorer’s built-in features to standardize and automate retention, enforce permissions, and maintain a full audit trail.

Generate Your
​​​​​​​Custom Security Plan Here

check_circle
Based on your answers, you'll get a personalized security plan.
settings
settings
settings
settings
Allie Brittain
Your dedicated DocuXplorer Advisor
keyboard_arrow_right
View My Plan
keyboard_arrow_right
Talk to my advisor
arrow_drop_down_circle
Divider Text
[bot_catcher]