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Data Loss Prevention (DLP): why “blocking” isn’t enough anymore, and what ShelterZoom does differently

Written by Hammer | Feb 9, 2026 11:42:20 AM

 

Data Loss Prevention (DLP) is meant to stop sensitive information leaking out of your organisation. Simple, right? It used to feel that way. It doesn’t anymore.

 

Teams share externally all day, every day: contracts, invoices, HR files, client documents, deal packs, spreadsheets full of “temporary” data that somehow becomes permanent. And the biggest risk channel still isn’t some exotic hacker trick - it’s the most normal thing in the world:

an email attachment being sent, forwarded, downloaded, and then living in places you can’t see or control.

Traditional DLP does a decent job before something leaves (scan, warn, quarantine, block). The harder part - the part many organisations struggle with - is what happens after you hit Send. That’s where ShelterZoom’s Document GPS fits: it’s about keeping control of the document itself, not just inspecting the channel it travelled through.


 

Why email attachments are still DLP’s biggest headache

Email is where business happens. It’s fast, familiar, and everyone uses it. But attachments still create predictable DLP failures:

1) Forwarding breaks your intent

You send a file to the right person, then it gets forwarded (sometimes innocently), and suddenly your access rules are… well, none.

2) Downloads create unmanaged copies

Once a file is downloaded, duplication is easy. Copies land on desktops, shared drives, personal cloud folders, and you lose track in hours.

3) Inbox compromise turns old attachments into today’s breach

When a mailbox is compromised, attackers don’t just send phishing. They search history. Old threads with attachments can be a goldmine.

4) You can’t “unsend” a file properly

Even if an email recall works (often it doesn’t), the attachment may already be opened, saved, or screenshotted.

This is why a modern DLP strategy can’t stop at “scan and block”. It has to address the lifecycle of a document after it’s shared.

ShelterZoom’s approach: treat the document as the controllable asset

ShelterZoom Document GPS is built to modernise the email attachment experience. Instead of sending a raw file that instantly becomes someone else’s copy, Document GPS is designed so the document stays connected to permissions, tracking, and control.

In DLP terms, that’s a major shift:

  • not only preventing risky sends
  • but governing sensitive documents after sharing

And that matters because real-world data loss isn’t always malicious. It’s usually accidental, rushed, or simply “this is how we’ve always done it”.

The four pillars of DLP, mapped to ShelterZoom Document GPS

1) Identify: know when sensitive content is being shared

A strong DLP programme needs visibility. Not vibes. Visibility.

ShelterZoom’s enterprise DLP capabilities are aimed at flagging when sensitive information is shared, so you can respond early rather than discovering the issue later when it’s already spread.

Even better: identification isn’t useful if it’s slow or buried. DLP only matters when it leads to action.

2) Protect: apply real controls, not just “please be careful”

Document GPS is designed around controlled sharing. That typically means you can set rules like:

  • whether recipients can download
  • whether recipients can share onward
  • whether printing is allowed
  • what level of access each recipient has

This is a very practical DLP win, because it tackles the “uncontrolled copy” problem that normal attachments create.

3) Monitor: track what’s happening to sensitive documents

DLP isn’t only about stopping. It’s also about knowing what happened.

Document GPS focuses on tracking access and activity so you can answer questions like:

  • who opened the document?
  • when did they access it?
  • from where (broadly)?
  • did they attempt actions they shouldn’t (download/share/screenshot)?

That’s what gives security and compliance teams confidence, because you’re not guessing during an incident.

4) Respond: revoke access and contain the blast radius fast

This is where most classic attachment workflows fall down: they alert you, but they don’t give you a lever to pull.

Document GPS is built around the idea that you should be able to change permissions or revoke access after the document has been shared. So if a file goes to the wrong recipient (it happens), you’re not stuck with “well… hope they delete it”.

Containment becomes an action, not a polite request.

DLP features that matter in daily life (and why they’re not “nice-to-haves”)

Live access control

If you can revoke access after sending, you turn one of the most common breach scenarios (mis-send) into something manageable. This is the kind of control that makes DLP feel real, not theoretical.

Screenshot blocking and watermarking

Let’s be honest: if you block downloads, people screenshot. It’s the oldest workaround in the book.

Document-level controls that discourage screenshots (and watermarking that makes leaks traceable) add a deterrence layer that ordinary DLP policies often can’t provide in a user-friendly way.

Secure inbound uploads

A lot of organisations think of DLP as “outbound only”, but inbound is messy too. Clients and partners often send sensitive files in the least secure way possible.

A secure upload method gives you a cleaner, safer intake path for confidential documents (and reduces the “just email it over” habit).

Virus scanning as part of the document workflow

Malicious attachments can create data loss through compromise, not just leakage. Scanning uploaded files and stopping infected documents from being opened helps reduce that risk without requiring users to be security experts.

eSignature inside the protected flow

Signing is often the moment a document becomes even more sensitive. If the signed copy gets downloaded and forwarded, you’ve got a problem.

Keeping signing within a controlled environment means the signed result can stay governed with the same rules as the original doc.

Where ShelterZoom-led DLP is especially useful

Document GPS tends to shine in industries where email attachments are constant and consequences are high:

Legal

Sensitive client documents, privilege, counterparties, and lots of external sharing. One wrong forward can be a disaster.

Financial services

Regulated data, audit requirements, and a big need for tracking plus fast containment when errors happen.

Healthcare

Patient information, strict confidentiality, and an obvious need to control and monitor access beyond the initial send.

Education

Student records, transcripts, research, and regular external sharing with organisations that don’t all sit in the same IT ecosystem.

Real estate

Fast-moving deals, lots of third parties, and constant exchange of contracts and identity documents (often over email, still).

A practical rollout plan 

DLP fails when it fights the business. People will always choose the fastest path unless the secure path is also easy.

Here’s a rollout approach that usually works:

Step 1: Start with the highest-risk document workflows

Pick 2–3 workflows where data loss hurts most:

  • contracts and NDAs
  • finance docs (invoices, payment details)
  • HR records
  • client data exports

Step 2: Set sensible default controls for external sharing

Defaults matter more than policies people don’t read. For external sends, start with:

  • downloading restricted unless needed
  • onward sharing restricted
  • watermarking enabled for high sensitivity

Then widen access intentionally, not casually.

Step 3: Use alerts and monitoring to learn first

Before you get strict, learn where sensitive sharing actually happens. The behaviour data will surprise you, it always does.

Step 4: Build a simple incident playbook based on revocation

Write down what the team does when:

  • a document is mis-sent
  • an inbox is suspected compromised
  • a sensitive file is forwarded unexpectedly

The key is speed. “We’ll investigate” is not a containment plan.

Step 5: Measure outcomes people care about

You don’t need 30 dashboards. Track a few clear signals:

  • time to contain a mis-send
  • number of sensitive external shares over time
  • how often permissions are adjusted or access is revoked (that’s a real-world DLP action)
  • reduction in attachment sprawl sitting in inboxes

FAQs

Is ShelterZoom a replacement for traditional DLP platforms?

Sometimes it complements them, sometimes it reduces the need to rely purely on blocking. If the main risk is email attachments and external sharing, document-level control can be the missing piece.

Can you really revoke access after a file has been sent?

That’s the whole point of the model: the document remains governed, so you can respond after sharing rather than being stuck with “damage is done”.

What’s the biggest DLP mistake organisations make?

Trying to block everything immediately. People get frustrated, then they work around it. The better approach is controlled sharing + visibility + fast response.

Does this help with Business Email Compromise?

It can reduce the impact because sensitive files don’t need to live as raw attachments sitting in inbox history forever, and access can be revoked quickly if something looks wrong.

If your DLP strategy stops at “scan and block at send time”, you’re still exposed to the messy reality of business: forwards, downloads, re-shares, and compromised mailboxes.

ShelterZoom Document GPS is designed for that reality. It treats the document as the asset you control - with permissions, tracking, and the ability to revoke access when it matters most. It’s basically DLP that keeps working after the point where traditional attachments stop being manageable.

Contact our experts today to discuss ShelterZoom solutions