Before sending
- File → Inspect Document for comments, revisions, hidden text and personal data;
- Accept or delete all comments and revisions;
- Clear author and organisation properties;
- Look for hidden rows, sheets and invisible text;
- Send PDF when editing is not required.
Account security
- Enable two-step verification and change passwords regularly;
- Review and sign out unknown devices;
- Set expiry and passwords on shared links.
Habits
Encrypt and watermark sensitive documents, and send passwords over a separate channel.