Set a document viewing period from the project schedule, the expected review window, and the recipient’s role. The setting should answer “how long should this link remain open?” rather than stand in for a wider security policy.
What date should anchor the period?
Choose a real milestone: the proposal review meeting, campaign close, partner contract end, or planned document replacement. Avoid arbitrary dates that force the recipient to request access again during an active review.
Check whether different recipients work on different schedules. A procurement reviewer and an implementation lead may need the document at different times. Record the reason for the chosen end date so it can be reviewed later.
What should happen before access ends?
Tell recipients the date in advance and name a contact for questions. Decide whether the document will expire, be replaced at the same link, or move to a new reference. If an extension is possible, define who can approve it.
FeatPaper can manage the period during which a document is open. This is an operational timing control. Confidentiality, onward sharing, and device handling may need separate measures.
When should the period be reviewed?
Review the setting when the project timeline changes, the document is revised, or a recipient’s role ends. A period copied from another project may no longer fit the current workflow.
Viewing-period checklist
- Is the end date tied to an actual milestone?
- Do all intended recipients have enough review time?
- Is the time zone clear when the deadline is precise?
- Is the extension or replacement process documented?
- Are other sensitive-content requirements handled separately?
What remains for native review?
An English reviewer should check the access terminology, deadline language, and customer-facing tone. Native review remains pending even when these automated checks pass.