Document handling
Document handling should be clear before records are shared.
The first rule is simple: send only basic enquiry information through public forms. Gardian will confirm the right document process after the enquiry is scoped.
Safe first step
Do not send tax references, bank records, payroll files, HMRC logins or confidential documents by open email or public form.
Safe structure
What to share, and what to hold back.
Before enquiry
No sensitive data in forms
Keep public forms limited to basic enquiry information.
After triage
Approved document process
Explain that Gardian will confirm how records should be shared.
Verification
Portal or app details
Any secure portal, app or integration details should be confirmed before being described as a client route.