{"id":88566,"date":"2020-12-28T22:42:05","date_gmt":"2020-12-28T22:42:05","guid":{"rendered":"https:\/\/www.sperrysoftware.com\/Email-Tools\/?page_id=88566"},"modified":"2026-03-31T09:01:40","modified_gmt":"2026-03-31T09:01:40","slug":"getting-started-with-safeguard-send-for-office-365","status":"publish","type":"page","link":"https:\/\/www.sperrysoftware.com\/Email-Tools\/getting-started-with-safeguard-send-for-office-365\/","title":{"rendered":"Getting Started with Safeguard Send for Microsoft 365"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"88566\" class=\"elementor elementor-88566\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bddef74 e-con-full thegem-e-con-layout-thegem e-flex e-con e-parent\" data-id=\"bddef74\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;thegem_container_layout&quot;:&quot;thegem&quot;}\">\r\n\t\t\t\t<div class=\"elementor-element elementor-element-1ad9d2f flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-thegem-template-post-title\" data-id=\"1ad9d2f\" data-element_type=\"widget\" data-widget_type=\"thegem-template-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"thegem-te-post-title\"> <h1 class=\"post-title \"> <span>Getting Started with Safeguard Send for Microsoft 365<\/span> <\/h1> <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0e14e7a thegem-e-con-layout-thegem e-flex e-con-boxed e-con e-parent\" data-id=\"0e14e7a\" data-element_type=\"container\" data-settings=\"{&quot;thegem_container_layout&quot;:&quot;thegem&quot;}\">\r\n\t\t\t\t\t<div class=\"e-con-inner\">\r\n\t\t<div class=\"elementor-element elementor-element-99b1a2c e-con-full thegem-e-con-layout-thegem e-flex e-con e-child\" data-id=\"99b1a2c\" data-element_type=\"container\" data-settings=\"{&quot;thegem_container_layout&quot;:&quot;thegem&quot;}\">\r\n\t\t\t\t<div class=\"elementor-element elementor-element-f5bccee flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"f5bccee\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>Need help getting started with our\u00a0<a href=\"https:\/\/azuremarketplace.microsoft.com\/en-us\/marketplace\/apps\/sperrysoftwareinc1650990119106.safeguard-send-standard-plan?exp=ubp8&amp;tab=Overview\">Safeguard Send for Microsoft 365 add-in<\/a>? This guide explains how to install and use the Outlook add-in.\u00a0 This modern web app helps you to avoid mistakes by putting up a warning prompt whenever you go to send an email outside your company, or if there\u2019s a certain number of recipients, or a certain number of attachments (or any combination of these conditions).<\/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<div class=\"elementor-element elementor-element-04f86da flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"04f86da\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>Note that this app is similar to the Outlook (desktop) version of\u00a0<a href=\"\/Email-Tools\/product\/safeguard-send\">Safeguard Send<\/a>, except that in addition to working in Outlook desktop, it also works in\u00a0<a href=\"https:\/\/portal.office.com\/\">Office on the web<\/a>, and on Macs.\u00a0 However, this version does not support phones (yet!) due to a Microsoft limitation.<\/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<div class=\"elementor-element elementor-element-9255d51 flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"9255d51\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>There are minimum requirements to run the add-in.\u00a0 In particular you must have one of the following platforms:<\/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<div class=\"elementor-element elementor-element-60dfe90 flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"60dfe90\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<ul style=\"padding-left:20px;\">\n \t<li>Outlook 2013 or later on Windows<\/li>\n \t<li>Outlook 2016 or later on Mac<\/li>\n \t<li>Outlook on the web for Exchange 2016 or later and Office 365<\/li>\n \t<li>Outlook on the web for Exchange 2013<\/li>\n \t<li>Outlook.com<\/li>\n<\/ul>\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<div class=\"elementor-element elementor-element-1cb7c5a flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"1cb7c5a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>Assuming you have one of the clients mentioned above, you can\u00a0<a href=\"\/Email-Tools\/installing-safeguard-send-for-office-365\/\">install the add-in by following our add-in installation guide<\/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<div class=\"elementor-element elementor-element-d9eb11e flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"d9eb11e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>Once installed you\u2019ll be able to login to your dashboard to see your subscription account details and more importantly to be able to edit the rules that Safeguard Send uses to decide when to prompt you.\u00a0 By default, a rule is created for you when you first sign up that simply displays a warning prompt like this:<\/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<div class=\"elementor-element elementor-element-761c63c flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-image\" data-id=\"761c63c\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" width=\"1024\" height=\"857\" src=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2021\/05\/External-Email-Warning-Prompt-1024x857.png\" class=\"attachment-large size-large wp-image-110071\" alt=\"External email warning prompt with stop sign and recipients and attachments\" srcset=\"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2021\/05\/External-Email-Warning-Prompt-1024x857.png 1024w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2021\/05\/External-Email-Warning-Prompt-510x427.png 510w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2021\/05\/External-Email-Warning-Prompt-64x54.png 64w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2021\/05\/External-Email-Warning-Prompt-300x251.png 300w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2021\/05\/External-Email-Warning-Prompt-768x642.png 768w, https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-content\/uploads\/2021\/05\/External-Email-Warning-Prompt.png 1449w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-942c16a thegem-e-con-layout-thegem e-flex e-con-boxed e-con e-parent\" data-id=\"942c16a\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;thegem_container_layout&quot;:&quot;thegem&quot;}\">\r\n\t\t\t\t\t<div class=\"e-con-inner\">\r\n\t\t<div class=\"elementor-element elementor-element-42e7c0e e-con-full thegem-e-con-layout-thegem e-flex e-con e-child\" data-id=\"42e7c0e\" data-element_type=\"container\" data-settings=\"{&quot;thegem_container_layout&quot;:&quot;thegem&quot;}\">\r\n\t\t\t\t<div class=\"elementor-element elementor-element-c483d0e flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"c483d0e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>In the above example prompt, a Sperry Software employee has just clicked the Send button on an email that has 3 recipients and 1 attachment.\u00a0 One of the recipients is a Gmail address and is outside the company, and so is highlighted in red so you can easily see it.<\/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<div class=\"elementor-element elementor-element-ede4b1a flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"ede4b1a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>Note that the individual recipient\u2019s email addresses are displayed, not just their email \u201cdisplay names\u201d.\u00a0 This helps to prevent mistakes by allowing users to examine the email addresses carefully to be sure that this is what is intended.<\/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<div class=\"elementor-element elementor-element-995c6bf flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"995c6bf\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>And that\u2019s it! A super simple path to a more secure environment.<\/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<div class=\"elementor-element elementor-element-0dd16c9 flex-horizontal-align-default flex-horizontal-align-tablet-default flex-horizontal-align-mobile-default flex-vertical-align-default flex-vertical-align-tablet-default flex-vertical-align-mobile-default elementor-widget elementor-widget-text-editor\" data-id=\"0dd16c9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\r\n\t\t\t\t\t\t<p>At this point you might be asking how you can change the warning prompt, say the words used, or possibly something bigger like only have the warning prompt show when there is also an attachment (like we\u2019ve shown above), or even if one of the recipients has a domain ending in gmail.com or hotmail.com, etc.\u00a0 To do this, the add-in uses one or more rules that you can control via your dashboard.\u00a0 Remember that your dashboard account was created for you when you first signed up with a default rule and you can edit that rule or create more rules for more fine-grained control.\u00a0 You can learn more at our\u00a0<a href=\"\/Email-Tools\/learn-overview\/learn-quick-start\/\">Getting Started with your dashboard account guide<\/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<\/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":"<p>Getting Started with Safeguard Send for Microsoft 365 Need help getting started with our\u00a0Safeguard Send for Microsoft 365 add-in? This&#8230;<\/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-88566","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/88566","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=88566"}],"version-history":[{"count":6,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/88566\/revisions"}],"predecessor-version":[{"id":123548,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/88566\/revisions\/123548"}],"wp:attachment":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/media?parent=88566"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}