01
Keep Principle #2: Protect Client Info front of mind
02
Add an email send delay
03
Do not manually type email addresses
Set your Gmail email send delay to 30 seconds
This allows you to "undo send", in cases where you accidentally hit send. Always take these 30 seconds to triple-check your email contents, recipients, etc.
Copy and paste recipients directly from the system
Copying and pasting recipient emails from the system (instead of manually typing) reduces the chances of adding the wrong email based on Gmail automated suggestions. This is particularly important if you are working with several parties that may have similar names or email addresses.
Stay alert, have a critical eye, and do not go on auto-pilot! This is the best defense against unintentional disclosures.
Always keep Principle #2 front of mind!
In your daily work, you are exposed to and responsible for handling sensitive client information. It is a prerequisite of the CST role to be able to handle that info with care.
