The short answer

Capture the smallest view that shows the problem, with unrelated tenant and financial information removed.

Open laptop, pens, and sticky notes on a wooden desk surrounded by houseplants.
Illustrative stock photo · Photo: RDNE Stock project / Pexels · Pexels License

Send the error, not the portfolio

Include the action attempted, exact error text and time. Use the provider’s approved support channel and a redacted example where possible. Review browser tabs, sidebars and notification banners before sending; they can reveal information outside the form you intended to show.

FTC guidance calls for limiting sensitive-data access and protecting transmissions. [1]

If support needs an account identifier, provide it through the appropriate protected channel. Never send passwords, one-time codes or a live access link just because someone claiming to be support asks for them.

Sources

This article was generated by AI using the sources below. Editorial standards.

  1. Protecting Personal Information: A Guide for Business — FTCSupports the attributed passage: FTC guidance calls for limiting sensitive-data access and protecting transmissions. The practical workflow and labeled examples are the publication’s own applications, not source-reported cases. Source checked Sep 8, 2026.

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