Safeguard Send for Microsoft 365
The Safeguard Send for Microsoft 365 is an Outlook add-in that warns users when they are about to send an email outside the company, or to certain recipients, or under many other circumstances.
The first step is to install the add-in into your tenant (or for yourself) if you haven’t done so already.
IT managers can then control the rules used by the add-in for their organization, by using the Safeguard Send Dashboard.
You can learn more about the dashboard using the following links:
Quick Start
Start here to get a quick overview of the dashboard. If you read nothing else, read this one page guide to getting started.
Arbor Software
Arbor Software is fictitious company created by us here at Sperry Software. It is analogous to Microsoft’s Contoso. You can learn more about this fake company and what it does because we refer to it often and use it in our examples.
How to Test Your Rule Changes
Imagine this: David Jones, the IT Manager at Arbor Software, wants to add an additional rule for his company. He wants this new rule to warn his users whenever they send any email with more than 5 recipients, but how can David test and add this new rule without rolling it out to everyone immediately?
How to Add Rules for Another Company Domain?
Most times, you’ll only need one set of rules to control all the rules for your company domain, and this was done for you when you signed up. But, what if you had another company domain that you wanted to specify rules for?
How to Force Users to Confirm Each Recipient and/or Attachment Before Sending Email
This rule option is useful for those organizations that need to impart to their users that they are sending emails on the behalf of their company and that they need to be extra careful when sending emails to customers and clients. This is particularly useful when sending legal, financial or other sensitive documents. It forces users to individually confirm each recipient or attachment when going to send an email.
How to Use Safeguard Send for Microsoft 365 Effectively: Limitations and Solutions
Safeguard Send for Microsoft 365 is an add-in that helps you avoid sending emails to the wrong recipients or with the wrong attachments. It does this by prompting you to confirm the recipients, attachments, and subject before sending an email. However, this add-in has some limitations and drawbacks that you should be aware of before using it. In this article, we will discuss these limitations and how to change the default behavior of Outlook when using an on-send add-in.
How to Change the Default Send Behavior of Outlook When Using Safeguard Send for Microsoft 365
The default behavior when anything goes awry is to allow the email to be sent. Use these instructions to control what happens if Outlook (or the add-in) encounter any difficulties.
How to Update Your Version of Safeguard Send for Microsoft 365
Once subscribed, you will get a (roughly monthly) newsletter describing new features and bug fixes in new versions. Follow this guide to update your version but note that if you received a custom version (custom rules or a corporate logo in place of the usual stop sign image) then you will want to open a support ticket first to go over the steps with us. You can open a support ticket from your dashboard account.
Release Notes
One line descriptions of every version change since it’s inception.
Dashboard Reference Pages
Frequently Asked Questions
Learn more about signing up for a trial, what happens when two IT admins from the same company both subscribe, what’s the difference between signing up for direct invoicing versus subscribing through Microsoft Azure Marketplace and many other potentially useful background bits of information with our Frequently Asked Questions regarding Safeguard Send for Microsoft 365.