Handle confidential documents carefully
The Rule
If sensitive documents appear on screen, confirm who can see them and avoid unnecessary exposure.
Why It Matters
Protects privacy and reduces compliance risk.
Common Mistakes
- Scrolling through confidential lists
- Sharing more than needed
Pro Tip
Zoom in on relevant sections; redact where possible.
This Rule Applies To:
Roles: Host / facilitator Participant
Situations: Client meetings Healthcare consultations Performance reviews
Audiences: Managers & team leads Remote employees
Platforms: Universal Zoom
Organization Types: Corporate Healthcare