04 Feb 2013

Securely “Shred” Electronic Documents in QuikDocs

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Trustee Tip:

“Shred” Electronic Documents with Personally Identifiable Information (PII) stored in QuikDocs

You may not realize it, but simply deleting a file from your computer doesn’t actually delete it; it basically just hides it from immediate view. To truly hide the data on your storage device and protect PII in the documents you have in your case files against theft, you need to securely delete (electronically shred) your files. Securely deleting files is permanent. The electronic shredding method applied leaves the document file unrecoverable, comparable to physically shredding a paper document.

QuikDocs allows you to automatically, electronically-shred documents upon deletion.

To set this option:

  1. Go to File > System Options and then choose the System-Wide tab.
  2. Find the Secure Deletion section in the right column and choose the radio button to ‘Always delete files securely’.

QuikDocs - System Options

This setting electronically-shreds documents deleted from QuikDocs. The secure delete is permanent, cannot be recovered, and is the safest disposal method for sensitive electronic documents.

QuikDocs - Source Labeled as SecureAnother option that provides users with some more flexibility is to choose the ‘Only when Source is SECURE’ option instead of ‘Always delete files securely’. This allows users to selectively securely-delete any document in QuikDocs labeled with a Source as ‘Secure’ while all other documents would not be securely deleted.

Suggested documents to securely-delete include:

  • Tax returns
  • Pay advices
  • Bank and credit card statements
  • Insurance records

BMS recommends that you electronically-shred (securely-delete) any sensitive documents stored in QuikDocs that you no longer need on a regular basis – perhaps based on an event such as following a 341(a) Meeting of Creditors or at the close of a case.