Guidance note: Most EDR products should enable security settings to be applied to Data Room documents (primarily in pdf format) so the State can reflect their relative sensitivity.

Generally, the following security setting should be available and agreed prior to uploading into the EDR:

•  No Print No Save - means that the documents may not be printed, edited in any way, or saved to the user's desktop (or any other external location);

•  Print & Save - that the documents may be printed and saved to the user's desktop or any other external location. The documents cannot be altered in the environment of the EDR; and 

•  Print Only - means that the documents may be printed but cannot be saved to the user's desktop or any other external location.  The documents cannot be altered in the environment of the EDR.  

Procuring Agencies should consider colour coding Data Room documents to reflect their relative sensitivity. 

Security settings should be communicated by the State to Respondents.