Situations· Document Protection
Send each distributor or agent a spreadsheet with only their city and state, and without the columns you keep private.
In short
Sending one master sheet to every distributor exposes every region and your margin. With Selective Share you save a selection per region: the sheets, the columns to leave out and a row filter. Each recipient gets a real spreadsheet with only those rows and columns.
A manufacturer keeps sales, stock and targets by city and state in one spreadsheet. The distributors and agents in each city need their own numbers to plan orders and meet targets.
The same sheet also holds the other regions, the price tiers and your margin. Cutting it into one file per region takes time and is repeated every month, so the full sheet goes to everyone, or someone deletes columns by hand.
Hiding a column or filtering rows in a spreadsheet does not remove them from the file. The recipient can show them again. A copy edited by hand can miss a second sheet.
Each distributor then holds data about the others, and may pass the file on to their own staff or to another supplier.
A distributor can see what a competing distributor sells, at what price, and what margin you keep. They can use it when they negotiate with you. You also have no record of who holds which version.
One file per region by hand is slow, easy to get wrong and out of date the next month. A shared workbook with filters set lets the viewer clear the filters. A PDF per region cannot be sorted or used in a calculation, and it can still be forwarded.
You save a selection for each region: which sheets to include, which columns to leave out, and a row filter such as a city or a state. Each distributor gets a real spreadsheet of the same type with only those rows and columns. The columns you left out are not in the file.
NakodaX checks the result before it goes out and refuses the share if the check fails. One send can reach up to 10 people, and a saved selection can be reused with next month’s sheet.
Each distributor opens their own share for the period you set. A download is still a protected copy that opens only for them. You see who opened it, and you can end one distributor’s access without touching the others.
It does not decide which columns are sensitive: you choose them. A reader can still copy a number by hand or photograph the screen. The record of who opened what shows who had the file.
You save a selection for each region: the columns to leave out and a filter for the city or state. Each distributor gets a real spreadsheet with only their rows and columns.
Answers
Articles and a video on the same problem, and how NakodaX handles it.
Blog
Selective share lets you send only the pages or slides someone should see. Paired with AI-proof .nkxd files, the rest of your document never leaves your hands.
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Revoking a login closes the doors to the building. It does nothing about files that already left. They stop opening, on the laptop and in AI, once you revoke.
Read moreVideo
Share only selected pages, rows, image areas or video clips of a file, and stop sharing anytime, with NakodaX Document Protection.
Watch (0:34)Document protection. Start where the problem actually is.