Sending Documents with Secure Document Send

💡 When looking to securely send documents to third parties or within your organization you can use Confidencial’s Secure Document Send (SDS). Confidential Secure Document Send is designed to ensure that only authorized personnel can access documents shared with them and protects against unauthorized disclosures and d kage. This process involves true End-to-End Protection on information sent using SDS. Documents sent with SDS are automatically encrypted to the recipients of the document send. This ensure sensitive data sent is only accessible by desired parties for the desired time period.

Sending a Document Using Secure Document Send

1. Navigate to: Document Sends > + New Document Send

Starting a new secure document send

1. Select desired Files or Folders

2. Enter the following information:

   1. Name: This name will appear in your Secure Doc send history list

   2. Description: This will appear under the name in your Secure Doc history list

   3. Message to Recipient(s): This message will be shown to recipients within the email notification where they are notified that files have been shared.

   4. Project: This is where the files will be stored.

   5. Tags: Use tags to enable filtering and improved searchability within the SDS Admin portal.

3. Select the Protection Options:

   1. View-Only: Recipients will only be able to view the contents of the files sent and not be able to download the files locally. This is the most secure sharing option. It ensures you have full control of the documents shared and enables expiration of document access as users need to use the link provided to access the contents of the files.

      1. *Current files types supported for view-only sends are PDF, Text, and MS Office Documents

   2. Disallow Decrypted Downloads: Recipients will only be able to access the contents for shared files using the link provided and viewing using the Confidencial web app or viewers can download and encrypted version locally and will need to decrypt using the web application or MS add-ins. This is a secure method of sharing documents used for when you do not want recipients to be able to have an un-encrypted version of the shared file saved locally.

      1. Turning this feature off will allow recipients to download the un-encrypted version of the shared file.

   3. Allow Recipients To Upload: Recipients will be provided a link to upload and share files or folders back to the sender. This creates a persistent share between the sender and recipient which can be kept open or expire using the 'Set expiration' feature.

      1. Hide contributions: If 'Allow recipients to upload' is turned on, the sender has the option to hide the newly uploaded documents that were provided back to the sender from view outside their organization. This prevents files from being seen by unintended parties if there are multiple organizations included within a single share.

   4. Set Expiration: This provides the sender the option to specify an expiration time period for access to the shared files and/or persistent share link.

   5. Allow Forwarding: Recipients will be provided the option to forward the SDS to another party.

   6. Watermark: This adds a watermark of the users email address to PDF documents.

4. Data Label: Select the labels that apply to type of data in the files shared. This enables your organization to report on the type of information sent and received.

5. Add Recipients: Enter the email address(es) of desired recipient(s).

   1. *One or many recipients can be added

   2. *Recipients DO NOT need to have a Confidencial Account to receive files

6. Subscribers: Enter the email address(es) of additional users that need notifications of activity performed within the SDS (Document opened, New File Uploaded, etc).

Secure Document Send Options

Sending to a new user

• Select Send

You have completed the secure doc send workflow.