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Private Notes That Live Only Once
Collect ID Documents with Secure Forms (Encryption)

Collect ID Documents with Secure Forms (Encryption, Retention, Verification)

Why email is the worst place for IDs

Inbox threads and backups live forever. If one mailbox is compromised months later, passport scans can resurface. Collect IDs through secure forms with encryption and short retention.

Build a safer intake flow

  1. Use a form with encryption in transit (TLS) and at rest, with access controls per user/team.
  2. Collect the minimum needed (front only? redact fields not required).
  3. Set retention (e.g., auto-delete after 7–30 days) and document who can access what.
  4. Notify on access (alerts when files are viewed/downloaded).

Delivery & confirmation

File hygiene (before forwarding)

Access reviews & offboarding

  • Audit access monthly: who can view/download submissions?
  • Remove users who no longer need access and rotate secrets they handled. Checklist: Employee Offboarding.

Useful external references

Related reading

Teach non-technical clients a simple routine: Plain-English Guide for Clients/Family

If an email already leaked IDs: The Simple Incident Playbook for Leaked Passwords

Bottom line

Collect less, protect more, and delete quickly. A secure form with encryption, short retention, and verification beats email every day.

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