Email Security & Phishing Policy Template
Email security settings, safe-handling rules and payment-verification steps to stop phishing and wire fraud.
- Editable Word (.docx) + PDF
- Fill-in [BRACKETED] fields and guidance notes
- Approval page, staff acknowledgment and revision history
- Written for businesses with 5 to 100 employees
Why a small business needs an email & phishing policy
Email is the front door for phishing and wire fraud. This policy combines technical settings with the call-back verification step that stops fake bank-change requests.
What's inside this phishing policy template
Besides the standard purpose, scope, roles, exceptions, enforcement and review sections, this template covers:
- Technical Protections
- Spotting Phishing
- What To Do
- Payment and Banking Change Verification
- Acceptable Email Use
Guidance notes explain the choices to make, for example which settings an insurer may ask about. Delete them before publishing. This template is not legal advice and does not certify compliance with any standard.
This policy is also included in the Complete Bundle ($79) with all 10 policies and both spreadsheets.
How it works
- Buy securely through Stripe checkout.
- Download instantly from your private download page.
- Open in Word or Google Docs and replace [COMPANY NAME] and the other fields.
- Follow the guidance notes, get approval and share with staff.
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