Introductory Video: Safeguard Send for Microsoft 365

This month, in order to help communicate all the changes that are coming by both us here at Sperry Software and concerning Microsoft, I’ve decided to start a new video series.Safeguard Send Logo

First up is a high level overview of our flagship product, Safeguard Send for Microsoft 365. You can view it at on our YouTube channel. I’d love to know your opinions on it if you get a chance, just leave a comment on YouTube.

Here is the transcript in case you don’t want to watch it:

Introduction: What is Safeguard Send for Microsoft 365 and why do you need it?

As a manager are you worried about your users sending emails to the wrong people?

Users are capable of anything and make mistakes when sending emails all the time. It’s not their fault, it’s easy to use the tab key in Outlook and select the wrong recipient, or get fooled by a phishing email.

So how can you ensure that your outgoing emails are safe and secure? And how can you prevent your users from sending the wrong attachment?

That’s where Safeguard Send for Microsoft 365 comes in.

Hi, my name is Mike Sperry and welcome to this video series on Safeguard Send for Microsoft 365, the ultimate tool for email security and data protection. In this video, we will introduce you to Safeguard Send for Microsoft 365 and why you need it.

Safeguard Send is a powerful Outlook add-in that helps you secure your emails by performing checks on outgoing email – giving users a chance to think before it leaves the user’s mailbox.

Let’s take a look.

Here you can see that I’ve prepared an email and I’m going to send from the domain to a Gmail address, in other words outside the company, in this case [email protected].

When I click Send you can see that the Safeguard Send add-in kicks in – it looks at the recipients you are sending to and takes note of any attachments.

It then displays a warning prompt showing you all the attachments and actual email addresses of the recipients. Once you’ve examined the recipients and attachment names, then you can click the Yes button to finally send the email.

Most companies choose to only display the warning prompt when sending an external email. In fact, that’s the default when you first sign up. But rules can be created that warn you when you send an external email, when you send an email to a restricted domain (think Hotmail, or domains ending in .ru), or when you send personally identifiable information – many companies have to adhere to HIPAA laws here in the United States and this add-in can help you with that.

That last part is important – this add-in is completely flexible when deciding when to prompt your users.

In addition, it can be white labelled to your organizations’ corporate standard,
is installed into your tenant where you can control who uses it via Microsoft Admin Center,
and is centrally managed from a dashboard.

To get started, click on the Get It Now button in Microsoft Marketplace or schedule a demo with me to ask any pertinent questions not addressed here and find out if this is a good solution for your organization.

Thanks for watching this video. Hopefully we’ve shown you why it’s important to protect your outgoing emails and how to avoid mistakes that users will inevitably make.

In the next video, we will show you how to set up rules and use different checks for outgoing email, how to access and customize the dashboard and the add-in, and how to use Safeguard Send for Microsoft 365 effectively and efficiently.

See you next time! 🙂