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Approved client guide

Security

2 articles · Prepared July 21, 2026
Contents01Share business files safely02What to do with a suspicious email
01 · Security

Share business files safely

Use approved storage, verify recipients, and grant only the access needed for the right amount of time.

Store and share business files through your organization’s approved Microsoft 365, Google Workspace, or managed file system. Avoid personal email, consumer file-transfer sites, personal cloud drives, and unapproved USB devices.

Before sharing, verify every recipient and confirm whether they need to view or edit. Prefer named recipients over an unrestricted public link. Set an expiration date when the platform supports it, especially for outside parties, and remove access when the work is complete.

Do not share passwords, recovery codes, financial information, regulated data, or other sensitive material unless the approved process specifically protects it. If you are unsure whether a file may be shared, pause and ask the file owner or dnbtec.

Last reviewed July 20, 2026
02 · Security

What to do with a suspicious email

Stop, preserve the message, and report it before clicking, replying, or forwarding.

Do not click links, open attachments, reply, call a number in the message, or follow instructions to move money or change account details.

Report the message through your organization’s approved process or send a support request to dnbtec. Preserve the original message so its sender, links, and technical details can be reviewed. Do not forward it to coworkers as a warning unless your security process specifically asks you to.

If you already clicked, entered a password, approved a sign-in, opened an attachment, or sent information, say exactly what happened and when. Disconnect the affected device from the network if it is safe to do so, but do not power it off unless directed.

Last reviewed July 20, 2026