WatchDox for Windows User Guide

Transcription

1 WatchDox for Windows User Guide Table of Contents What is WatchDox for Windows?... 2 Setup & installation... 3 Configure Sync... 5 Access Files in the Sync Folder... 7 Access Protected attachments when offline... 8 Share Workspaces... 9 Track Activity Check Sync Status Pause Sync Manage Accounts Access Version History and Annotations Restore Deleted Files Send file attachments quickly from Outlook Outlook Plug-in settings Advanced settings Manage permissions for sent documents Support calls to WatchDox... 25

2 1 What is WatchDox for Windows? Sync and collaborate on WatchDox from your computer With WatchDox for Windows you can easily and intuitively sync and share your documents. In order to sync your documents and collaborate with other users, WatchDox creates a Sync folder on your desktop and puts in it workspaces that appear as special folders. You can work with the Sync folder and the workspaces just as with any folder on your computer. When you save files or drag and drop them into a workspace they will be automatically updated on all your other devices that have WatchDox for Windows installed. You can also share workspaces with other users. New files and changes you or other users make in a shared workspace will be automatically updated to all the users of this workspace. In addition, WatchDox has advanced features that allow you to revert changes or restore deleted files, set the role of the users to be a Visitor, who cannot share back any changes to files, or a Contributor, who can share changes. You can also view tracking information of any activities users had with documents in your workspaces. View WatchDox secured files in Adobe Reader or MS Office WatchDox for Windows includes plug-ins for Microsoft Office, Adobe Acrobat, and Adobe Reader allow you to work with WatchDox controlled documents from within these applications. Send files securely from Microsoft Outlook WatchDox for Windows a plug-in for Microsoft Outlook that can protect attachments in outgoing s. When you send an and choose this option, the Plug-in replaces the attachments with download links to the file, which is copied and stored encrypted on the WatchDox server. The recipient receives the with links to the attachments and can access them by clicking on the links WatchDox. All rights reserved. 2

3 2 Setup & installation Download and install WatchDox for Windows, including Sync and the Plug-ins for Microsoft Office and Adobe from After the installation, WatchDox creates a WatchDox Sync folder in your Windows user profile, and a shortcut to it on your Desktop and a WatchDox icon is added in the system tray, through which you can perform different WatchDox related actions. After installation you will be prompted to sign in to WatchDox with an address. Specify the WatchDox account you wish to sync files from by entering an address and click Sign In. Specify the WatchDox account you wish to sync files from by entering an address and then click Sign In. An authentication will be sent to this address; open this message and click on the link in the message to confirm the address and complete the sign in 2012 WatchDox. All rights reserved. 3

4 If you are already signed in to an account when you setup Sync, you will be asked to confirm the account that you wish to sync files from. Alternatively, you can provide a different account. A WatchDox account is identified by your address. If the address you provide is not known to WatchDox, it will be signed up as a new account WatchDox. All rights reserved. 4

5 3 Configure Sync After Sign-in, WatchDox Sync prompts you to select workspaces to synchronize to the Sync folder. WatchDox will download these selected workspaces and their files into the WatchDox Sync folder. You can also select Inbox and Sent Items to sync into the Sync folder files that you received or sent through WatchDox Exchange. Workspaces, Inbox and Sent Items all become folders located directly under the WatchDox Sync folder WatchDox. All rights reserved. 5

6 If you later wish to change this selection, right-click the WatchDox icon in the system tray and select Synced Workspaces. You will be presented with the list of workspaces from which you can add or remove workspaces to be synced. If you select additional Workspaces, WatchDox will download them into the Sync folder. If you uncheck a Workspace it will remain in the folder but will not be synced anymore WatchDox. All rights reserved. 6

7 4 Access Files in the Sync Folder Click on the WatchDox shortcut on your desktop to open the Sync folder. You can access your workspaces, Inbox and Sent Items folders and any files in them as you would a regular folder. If you save files into a Sync workspace directly from a Microsoft Office application (such as Word or Excel), you must close the file in this application before WatchDox uploads and synchronizes the file WatchDox. All rights reserved. 7

8 5 Access Protected attachments when offline You can access protected attachments that you sent or received through WatchDox even if you are offline. If you have Sync installed and configured, WatchDox will download copies of all securely sent and received attachments into the Sent Items and Inbox folders of the Sync folder (if you have configured Sync to synchronize them). You can now access these attachments from these folders, even if you are offline WatchDox. All rights reserved. 8

9 6 Share Workspaces You can share a Workspace with other users by right-clicking on the workspace folder, and then selecting WatchDox and then Share WatchDox. All rights reserved. 9

10 A Share dialog box will open. In the dialog box that now opens, specify Contributors, who will be able to create or update files in the workspace. List them by their addresses. Specify Visitors, who will be able to receive documents but will not be able to share content back into the workspace. List the as well by their addresses. Behind the scenes Contributors and Visitors are added respectively to Default Contributors and Default Visitors workspace groups. These groups have default permissions for the workspace documents set for them by the administrator. Click the Manage Groups link to edit these permissions, or to remove users from the workspace. NOTE Workspaces are folders located directly under the Sync folder. Workspaces can have sub folders below them, but sub folders cannot be shared separately WatchDox. All rights reserved. 10

11 7 Track Activity You can track interaction of users with files in your workspaces or Sent Items folder by right-clicking on the file and selecting WatchDox, then Track Activity. A web page opens in your browser showing the last activity done by each user on this file along with a map showing where the activities took place according to IP geo location WatchDox. All rights reserved. 11

12 You can click Full Log icon in this page to view the full list of all the users activities. Click on the heading of any column to sort the log by that column. Hover with your mouse over an activity to view more details WatchDox. All rights reserved. 12

13 8 Check Sync Status To view which files are being synced, uploaded or downloaded, right-click on the WatchDox Sync icon in the tray menu, and select Sync Status. A dialog will be opened which shows the files waiting to be downloaded or uploaded 2012 WatchDox. All rights reserved. 13

14 9 Pause Sync To pause sync activity between your Sync folder and the WatchDox workspaces, rightclick on the WatchDox Sync icon in the tray menu, and select Pause Sync. You can resume Sync repeating this step and selecting Resume Sync in the Tray Menu WatchDox. All rights reserved. 14

15 10 Manage Accounts You can view the list of accounts that are you are signed-in to on your computer by rightclicking on the WatchDox Sync icon in the tray and selecting My Accounts. Under Signed In Accounts you will find a list of addresses that identify your signed in accounts to WatchDox. WatchDox synchronizes one of these accounts files to the Sync Folder. You determine this account at setup when you sign in. If files were sent to you through different WatchDox accounts, you will be able to open them if you are signed in to these accounts. You can sign in to additional accounts through Add New Accounts. If you wish to sign out from the current account and sign in with a different account (to be synced to it), click Sign Out. The dialog box will close. Right-click on the WatchDox icon in the system tray and select Sign In from the menu. Follow the sign in procedure for the new account WatchDox. All rights reserved. 15

16 11 Access Version History and Annotations WatchDox maintains a version history for files. When you save changes to a file in a workspace in the Sync folder, WatchDox automatically saves the changes as a new version. To access the version history for a file, right click on the file and select Versions and Annotations from the context menu. In the browser page that opens, you will see a list of all versions. You can restore an older version or go back to a newer version. The restored version will be synced to all devices and all the users sharing this workspace and file. You can also preview a version without restoring it by clicking the magnifying glass icon. In this page you can also view annotations on this file that users have shared with you WatchDox. All rights reserved. 16

17 12 Restore Deleted Files When you delete a file in a synced workspace or in Sent Items, a copy is saved in a Recycle Bin. There is a recycle bin for files deleted from the Sent Items folder and another bin for files deleted from workspaces. An icon for the Sent Items recycle bin can be seen in the browser view of the workspace, under the Exchange folder icon. An icon for the recycle bin for files deleted from workspaces can be seen in the browser view of the workspace, under the Workspaces icon. To restore a deleted file or Workspace, open the browser view of the Sync folder and then click on the Recycle bin icon to open it. Select the file to be restored and then click on the Restore button. To permanently delete the item, click on the Delete button WatchDox. All rights reserved. 17

18 13 Send file attachments quickly from Outlook WatchDox Outlook integration allows you to send s and attachments securely, with a single click. Within Outlook, click on the Send Protected icon in the Message Tab in your mail editor toolbar for one-click secure sending of your with the default settings. Select Set Security and Send from the dropdown menu to customize permissions and security settings for the current . Select Settings from the dropdown menu to configure default settings for the Outlook Plug-in WatchDox. All rights reserved. 18

19 14 Outlook Plug-in settings WatchDox Outlook Plug-in allows you to easily send secure documents from your Outlook application. To configure the Plug-in, right click on the WatchDox system tray icon. Select Settings from the context menu. This will open a dialog box to define or change settings WatchDox. All rights reserved. 19

20 Select when your should be securely sent via the Plug-in: On every with attachments: All s with attachments will always be sent via the WatchDox Plug-in. When sending to external recipients: Only s to recipients outside the sender s organization domain (e.g., when sending from abc.com to company.com). Any file size above X: Only s that include attachments greater than a specified size limit. Only by request: Only when the sender explicitly chooses to send s via WatchDox from the Outlook interface. Choose desired sending mode: Select Send Securely & Control attachments to control security permissions such as recipients ability to edit and print the document. If you select Send Securely (uncontrolled after download) your documents will be sent securely; however, you will not be able to set or revoke permissions at a later stage. Check Ask before sending to be prompted by the Plug-in to send securely every time you send an WatchDox. All rights reserved. 20

21 15 Advanced settings Advanced Settings allows you to fully customize security permissions for your s. From the Settings dialog box, click More to expand the settings window with advanced permission settings The following permissions can be set or changed: Print: Enable or disable printing (for controlled or online documents only). Edit: Allow editing of the file (for controlled downloads only). Copy-Paste: Allow copying text from the file (for controlled or online documents only) WatchDox. All rights reserved. 21

22 Download Controlled: Allow downloading tracked and controlled version of the attached file. Watermark: Show a watermark with the user s over the document. Spotlight: Provides additional protection against screen capturing (for documents viewable online only). Programmatic Access: Allows 3 rd party software and macros to access the document. Expiration Date: Determines the date after which the document will no longer be accessible (for controlled or online documents only). Recipient may share download link: Determines who can access the link to your document when forwarded by the original recipient WatchDox. All rights reserved. 22

23 16 Manage permissions for sent documents WatchDox Exchange application allows you to manage permissions for your sent documents. This is done from the browser view of the Workspace. Select the Sent Items folder (located under Exchange in the navigation tree) to expand it to a list of all sent documents WatchDox. All rights reserved. 23

24 Select one or more documents and click Permissions. From the context menu that appears, you can select permissions to apply to the selected documents. Add Users: Enter addresses of new recipients, set permissions, and add a personal message to send them with your document. Edit Permissions: Change the viewing permissions or expiration date for documents which were sent as Controlled Attachments. Revoke Users: Enter specific addresses or revoke permissions for all recipients of your Controlled Attachments WatchDox. All rights reserved. 24

25 17 Support calls to WatchDox In the event of a problem with WD Sync, a support request can be opened by using the tray menu. Right click the WatchDox system tray icon and then select Support. In the dialog box that opens, click Yes to agree to send detailed (anonymous) log info by to WatchDox. An will be opened with a log file attached (zipped). Click Send to send the to WatchDox support 2012 WatchDox. All rights reserved. 25