This article explains how to create a SafeBox from the SendSecure Web Application in order to securely send files. It also provides additional information about managing recipients and favorites while creating the SafeBox.
Creating a SafeBox
- Log in on the Web Portal, access your SendSecure home page and click New.
Enter the information of your recipient:
- Email address is always mandatory.
- Phone Number (direct line only) may be required according to the selected Security Options.
You can add as many recipients as you need. For more options, see Managing Recipients.
Compose your message:
Subject This is the only information (in addition to your identity) that will be disclosed in the notifications sent to the SafeBox participants (you and your guests) in order to summarize the purpose of the exchange. Adding a Subject is however optional. Message The text you enter here will be only visible by the participants accessing the SafeBox. The Message is optional if you add at least one Attachment. Attachments The files you upload here will be only downloadable by the participants who are accessing the SafeBox. Attachments are optional if you write a Message.
- Click Send.
- The recipients will be notified by email to access the SafeBox as Guest Participants in order to securely retrieve its content.
- On your side, the SafeBox appears at the top of your SafeBox list. As its Owner, you can access its content and further manage it (see Managing SafeBoxes in SendSecure Web Application).
Once recipients are added to the list (and before finalizing the SafeBox creation), you can easily remove them, or edit their information and optionally add them as Favorites for later reuse.
Overall, the recipient information that is required or at least relevant in the context of SendSecure includes:
|An email address||Mandatory.|
|A phone number||At least one direct line number may be required depending on Security Options, otherwise it is optional.|
|A contact's name||For display (optional), to better identify the person in email notifications and Web interfaces.|
|A company name||Also for display (optional).|
|Other phone numbers||Other optional direct line numbers of any type (Cell, Office, Home...) that will be potentially usable by the recipient to receive SafeBox authentication code.|
Managing Non-Compliant Recipients
If a recipient is displayed on red background, it means that a phone number (at least one) is required. You will not be able to send your message as long as this recipient is left in that state. To solve this issue, you can edit the recipient to enter the information that is missing.
At worst, if you do not have a phone number for the recipient, you may need to adjust the Security Options – if you are allowed to and if you can assume moderating the intended authentication methods for all recipients according to your secure exchange context.
To add a recipient to your Favorites, click the gray star at the left of the recipient so that it becomes yellow (either from the recipient list or from the recipient information edition window). This recipient will then be remembered in your account to allow you to reuse it for subsequent SafeBox exchanges.
To manage your existing Favorites, click the Favorites button at the top right of the screen.