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 Doc Send. Confidential Secure Document Send is designed to ensure that only authorized personnel can access documents shared with them and protects against unauthorized disclosures and data lekage. This process involves true End-to-End Protection on information sent using SDS. Documents sent with Secure Doc send 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 show to recipients on the email notification here they are notified that files have been shared.

   4. 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.

   *Current files types supported for view-only sends are PDF & MS Office Documents

   1. 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.

   2. Request Expiry: This provides the sender the option to specify an expiry time period for access to the shared files.

   3. 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.

      1. You must select one data label if this has been enabled by and admin in your org

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

*One or many recipients can be added *Recipients DO NOT need to have a Confidencial Account to receive files

Secure document send options

Sending to a new user

• Select Send Documents

You have completed the secure doc send workflow.