{"id":104331,"date":"2023-01-03T20:13:01","date_gmt":"2023-01-03T20:13:01","guid":{"rendered":"https:\/\/www.sperrysoftware.com\/Email-Tools\/?page_id=104331"},"modified":"2026-03-31T09:52:15","modified_gmt":"2026-03-31T09:52:15","slug":"learn-overview","status":"publish","type":"page","link":"https:\/\/www.sperrysoftware.com\/Email-Tools\/learn-overview\/","title":{"rendered":"Learn To Protect Outgoing Email"},"content":{"rendered":"\t\t
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Learn To Protect Outgoing Email<\/span> <\/h1> <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Safeguard Send for Microsoft 365<\/a>\u00a0is 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.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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The first step is to\u00a0install the add-in into your tenant (or for yourself)<\/a>\u00a0if you haven\u2019t done so already.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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IT managers can then control the rules used by the add-in for their organization, by using the\u00a0Safeguard Send Dashboard<\/a>.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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You can learn more about the dashboard using the following links:<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Quick Start<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Start here to get a quick overview of the dashboard.\u00a0 If you read nothing else, read this one page guide to getting started.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Arbor Software<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Arbor Software is fictitious company created by us here at Sperry Software.\u00a0 It is analogous to Microsoft\u2019s Contoso.\u00a0 You can learn more about this fake company and what it does because we refer to it often and use it in our examples.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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How to Test Your Rule Changes<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Imagine this: David Jones, the IT Manager at Arbor Software, wants to add an additional rule for his company.\u00a0 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?<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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How to Add Rules for Another Company Domain?<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Most times, you\u2019ll 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.\u00a0 But, what if you had another company domain that you wanted to specify rules for?<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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How to Force Users to Confirm Each Recipient and\/or Attachment Before Sending Email<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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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.\u00a0 This is particularly useful when sending legal, financial or other sensitive documents.\u00a0 It forces users to individually confirm each recipient or attachment when going to send an email.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Understanding the Data: Making Send Metrics Useful for Managers<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Safeguard Send for Microsoft 365 is not only a powerful tool for preventing outgoing email mistakes but also an invaluable resource for managers. The Send Metrics feature provides detailed insights into your organization\u2019s email activity, allowing managers to identify the most prolific emailers and understand how often users revise their emails after being prompted. This feature is now available as a report in your dashboard. In this article, we will explore the Send Metrics report, guide you on how to access your company\u2019s send metrics, and demonstrate how to leverage this data to enhance email security and efficiency.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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How to Use Safeguard Send for Microsoft 365 Effectively: Limitations and Solutions<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Safeguard Send for Microsoft 365<\/a>\u00a0is 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.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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How to Change the Default Send Behavior of Outlook When Using Safeguard Send for Microsoft 365<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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The default behavior when anything goes awry is to allow the email to be sent.\u00a0 Use these instructions to control what happens if Outlook (or the add-in) encounter any difficulties.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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How to Update Your Version of Safeguard Send for Microsoft 365<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Once subscribed, you will get a (roughly monthly) newsletter describing new features and bug fixes in new versions.\u00a0 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.\u00a0 You can open a support ticket from your dashboard account.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Release Notes<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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One line descriptions of every version change since it\u2019s inception.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Dashboard Reference Pages<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Edit Subscription<\/a><\/p>

View\/Edit Admins<\/a><\/p>

Allow\/Block Users<\/a><\/p>

Edit\/Create Rule Sets<\/a><\/p>

Edit\/Create Rules<\/a><\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Frequently Asked Questions<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Learn more about signing up for a trial, what happens when two IT admins from the same company both subscribe, what\u2019s 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\u00a0Frequently Asked Questions regarding Safeguard Send for Microsoft 365<\/a>.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Learn To Protect Outgoing Email Safeguard Send for Microsoft 365\u00a0is an Outlook add-in that warns users when they are about…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-104331","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104331","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/comments?post=104331"}],"version-history":[{"count":9,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104331\/revisions"}],"predecessor-version":[{"id":123606,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/104331\/revisions\/123606"}],"wp:attachment":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/media?parent=104331"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}