This article provides all information to access and manage your SafeBoxes using the SendSecure Web Application.
Managing the SafeBox List
The SafeBox list allows you to browse through all your past and current SafeBoxes.
The SafeBox subject is the Subject that was entered when composing the very first message at SafeBox creation. As it cannot be changed afterwards and because it is displayed here in the list for identification purposes, it is a best practice to enter relevant subjects for the different SafeBoxes you create.
The date/time shown at the right is the latest contribution time – i.e. the last time a participant (including you) replied or added some content to the SafeBox.
- Content and participants
- SafeBox status
- SafeBox source
Ordering & Filtering
SafeBoxes are always ordered by latest contribution time.
Text & File Search
Text and file search results may still be returned on SafeBoxes whose content has been already deleted – according to the information found in the SafeBox Activity Details.
Accessing a SafeBox
SafeBox Header and Action Menus
The SafeBox header contains basic info on the SafeBox and its current status. Some elements can be expanded to display more info, such as the Security Profile details and the current participant list.
The participant list may include visual indicators intended to inform you when participant are potentially unable to access the SafeBox (e.g. revoked access or delivery failure). To take action in such cases, see Managing Participants.
All actions that you can perform on the SafeBox can be selected from the drop-down menu located at the right of the header (down arrow), as well as from the top menu bar of the application. Available actions vary depending on the SafeBox current status and Security Profile.
Retrieving SafeBox Content
- To download files, simply click on each desired file icon – or select the Download All option (when available) from the menu at the top right of the message frame where the files are located.
- You can mark a message as read/unread according to your personal management needs using the message envelope icon – or even the whole SafeBox, using the Mark as Read/Mark as Unread options in the SafeBox menu.
Replying/Adding SafeBox Content
You should see the new content displayed in the SafeBox. On their side, the other participants will be notified by email that you added some new content to this SafeBox (with a link to access it again).
Monitoring/Auditing SafeBox Activity
All the activity that occurs in the SafeBox is systematically recorded from the very moment the SafeBox is created. As the Owner, in addition to the basic info displayed in the SafeBox header, you can access the SafeBox Activity Details (sub-page of the SafeBox), and once the SafeBox is closed, a SafeBox Audit Record is made available to you.
The Activity Details page represents a snapshot of the current SafeBox content and status by the time you look at it. To display it, simply select Activity Details in the SafeBox menu.
- The SafeBox detailed properties (ID, time info, Security Profile...).
- Participant information including summarized activity status for each.
- All visible (non-encrypted) details of the contributions/exchanges.
- A detailed status of downloads per participant.
- The complete and detailed history of all participant activity and system events.
The Audit Record is a Signed PDF intended to serve as a non-repudiable proof of all exchanges that occurred in the SafeBox from its creation until the time it was closed (i.e. the SafeBox contribution period). Its content is organized the same way as in the Activity Details.
To manage the SafeBox participants, select Manage Participants within the SafeBox action menu.
Adding New Participants
Revoking/Restoring Participant Access
For traceability purposes, existing participants cannot be removed from the SafeBox. Instead, you have the option to revoke the SafeBox access of a participant. Participants whose access was revoked can no longer access the SafeBox content and no longer receive notifications from the SafeBox.
Conversely, when a participant access is revoked (either manually by you, or automatically after multiple unsuccessful authentication attempts by the participant), you have the option to manually restore it.
Under the Current Participants section:
Modifying Participant Info
If needed, you can modify the contact information of Current Participants, for example to adjust or add a phone number intended to be used for two factor authentication purposes.
Controlling the SafeBox Life Cycle
Extending the SafeBox Duration
Closing a SafeBox
When a SafeBox is closed, all participants (including you) can no longer contribute to it. As its Owner, you may still have access to its content if a retention period was defined in the Security Profile. Otherwise, the content is automatically deleted once the SafeBox is closed.
Deleting the SafeBox Content
When a SafeBox has its content deleted, it remains in your SafeBox list and the only information you still have access to is the one found in its Activity Details/Audit Record.