Managing sensitive terms and automatic templates

Secure Exchanges' sensitive text manager automatically identifies sensitive information in email content before it's sent. By defining a custom dictionary of sensitive words or phrases (in plain text or using regular expression patterns), you're alerted when a message contains risky data. This allows you to review, secure, or adjust your message before it leaves your environment. This feature acts as a preventative barrier against unintentional data leaks caused by human error.

Key Features

Creating a custom dictionary

1. Adding sensitive words to plain text
   
2. Added regex patterns to detect specific formats (NAS, account numbers, customer folders, etc.)
   
3. A fully customizable dictionary tailored to your specific business needs.
   

Automatic detection before sending

1. Automatic analysis of message content
2. The verification process is triggered when you click “Submit”.
   

Smart warning

1. Alert message when a sensitive term is detected
   

Possibility of:

1. Edit content
   
2. Add Secure Exchanges security measures
   
3. Cancel shipment
   

Only available on Microsoft Outlook.

Benefits

1. Enhanced Security: Prevents the sending of emails containing sensitive information without prior warning.
   
2. Customization: You can define your own sensitive terms tailored to your needs.
3. Automatic Warning: When you compose an email and press "send", the manager analyzes the content to detect sensitive terms.
   
4. Security Confirmation: If sensitive terms are detected, you will receive a warning message allowing you to verify and secure the information before sending.
   

How do I configure it?

1. Connecting to the Online Portal:

1. Log in to your Secure Exchanges account on the online portal.
   

2. Access the Sensitive Terms Management Options:

1. Go to the "Options" section.
   
2. Click on the "Managing sensitive terms and templates" page.
   

3. Add Sensitive Words and Expressions:

1. Add all the words and phrases that will allow you to avoid sending emails containing sensitive information in plain text.
   

Terms can be defined in plain text or using regex patterns for more accurate detection.

• Related Articles

• Send a secure message from the online portal

  The Secure Exchanges online portal allows you to send a secure message without using your email application (Outlook, Gmail, etc.). Here's how. 1. Log in to the online portal Log in to your account, then click on Send a secure message. Once logged ...

• Create and manage signature templates

  The Secure Exchanges portal allows you to save signature templates to speed up the sending of documents for signature. You can create your own templates or share them with your entire organization. 1. Accessing model management Log in to your account ...

• Send a secure envelope from the online portal

  The secure envelope allows you to receive information or documents in a protected manner, without your recipient needing a Secure Exchanges account. Here's how to generate an envelope from the online portal. 1. Log in to the Secure Exchanges online ...

• View my journal on the online portal

  The Secure Exchanges online portal logs allow you to view all activity related to your messages: sending, opening, downloading, signing, IP addresses, and more. You can also delete a message before it expires and export your logs for your archives or ...

• Enable two-factor authentication (2FA) when logging into the online portal

  Two-factor authentication (2FA) adds an extra layer of security to your Secure Exchanges account. By enabling this option, you will need to confirm your identity using a code received via SMS when logging into the online portal. Here's how to ...