A comprehensive approach to security and compliance spans not just documents, but applications too. Here are three elements that need to be in place for maximum marketing security and suggestions for applying them:

1. Secure document sharing

2. Electronic and digital signatures

3. True redaction
Redaction removes hidden information in metadata and other non-graphic objects on documents, protecting sensitive or confidential information. Be sure your software offers a set of redaction tools where the information you select is completely removed, not just masked, as is often the case.

With true redaction, you can:

Permanently delete both text and graphic images in a document before you distribute it.
Search and redact based on patterns, such as phone numbers, credit card numbers, and email addresses.