WatchDox for Windows User Guide

WatchDx fr Windws User Guide Versin 3.9.7

Cnfidentiality This dcument cntains cnfidential material that is prprietary WatchDx. The infrmatin and ideas herein may nt be disclsed t any unauthrized individuals r rganizatins r be used fr purpses ther than wrking with WatchDx prducts. Trademarks WatchDx, the WatchDx lg, and all ther trademarked cmpany and prduct names mentined in this dcument are either registered trademarks r trademarks WatchDx Inc. in the U.S. and/r ther cuntries. All ther prducts and/r services are trademarks f their respective cmpanies. Cpyright 2014 WatchDx. All rights reserved. N part f this dcument may be reprduced r distributed in any frm r by any means, r stred in a database r retrieval system, withut prir written permissin f WatchDx Inc. 2014 WatchDx. All rights reserved. ii

Table f Cntents 1 Intrducing WatchDx fr Windws... 1 2 Getting Started... 3 Setting up and installing WatchDx fr Windws... 3 Signing in t WatchDx fr Windws... 3 Switching accunts... 9 Adding a new accunt... 9 3 Managing settings... 10 Enabling Micrsft Office and Adbe plugins... 10 Cnfiguring the Micrsft Outlk plugin... 11 Cnfiguring prxy settings... 13 4 Wrking with wrkspaces... 15 Accessing the WatchDx Flder... 15 Syncing wrkspaces... 16 Sharing wrkspaces... 24 Mving flders and files t the WatchDx Flder... 26 Remving wrkspaces... 28 5 Wrking with files... 29 Viewing file details... 29 Viewing a list f recently updated files... 31 Sending prtected files... 31 Sending file attachments quickly frm Outlk... 34 Managing permissins fr sent dcuments... 43 Tracking file activity... 43 Accessing versin histry and anntatins... 45 Restring deleted files... 46 6 Cntacting WatchDx Supprt... 47 Accessing the WatchDx Supprt prtal... 47 Generating lg files... 47 Emailing WatchDx Supprt... 48 2014 WatchDx. All rights reserved. iii

1 Intrducing WatchDx fr Windws WatchDx fr Windws enables yu t easily and intuitively sync and share yur flders and files t cllabrate with ther users directly frm yur PC. Installing WatchDx fr Windws creates a WatchDx Flder n yur PC frm where yu can manage yur files in wrkspaces and subflders, just as with any flder n yur cmputer. The WatchDx Flder is autmatically synced with the WatchDx server and can be accessed frm the WatchDx Web Applicatin and n any ther devices where yu have WatchDx installed. The WatchDx Flder cntains wrkspaces which are flders that yu create r that are shared with yu by ther users. If yu are a wrkspace wner, yu are als assigned a persnal wrkspace when yu first sync with the WatchDx Web applicatin. When using the "mve t WatchDx" cmmand, flders and files are autmatically placed in yur persnal flder. called My Wrkspace. Share yur wrkspaces with ther users. New files and changes yu r ther users make in a shared wrkspace are autmatically updated t all the members f this wrkspace. Use WatchDx advanced features t restre changes, recver deleted files, and assign user rles (as Cntributr with permissins t share file changes, r as Visitr withut permissins t share changes). View tracking infrmatin fr user activities related t the files in yur wrkspaces. View WatchDx secured files in Adbe Reader r MS Office WatchDx fr Windws includes plugins fr Micrsft Office, Adbe Acrbat (versins 8 thru 11), and Adbe Reader (versins 8 thru 11), that enable yu t wrk with WatchDx cntrlled dcuments frm within these applicatins. Send files securely frm Micrsft Outlk 2014 WatchDx. All rights reserved. 1

WatchDx fr Windws includes a plugin fr Micrsft Outlk that can prtect attachments in utging emails. When yu send an email and chse this ptin, WatchDx replaces the attachment with dwnlad links t the file, which is cpied and stred encrypted n the WatchDx server. The recipient receives the email with links t the attachments, and can access them by clicking n the links. 2014 WatchDx. All rights reserved. 2

2 Getting Started Setting up and installing WatchDx fr Windws Dwnlad and install WatchDx fr Windws, including Sync and the Plug-ins fr Micrsft Office and Adbe. After the installatin, WatchDx creates a WatchDx Flder in yur Windws Explrer, a shrtcut t the WatchDx Flder n yur desktp, and a WatchDx icn in the system tray, thrugh which yu can perfrm varius WatchDx-related actins. Signing in t WatchDx fr Windws After installatin yu are prmpted t sign in t WatchDx. Sign in by the relevant methd as set by yur rganizatin, see: Signing in using yur email accunt n page 4 Signing in with username and passwrd n page 6 2014 WatchDx. All rights reserved. 3

Signing in using yur email accunt Fllw these steps if yur rganizatin is cnfigured fr email authenticatin. 1. Right-click the WatchDx icn in the taskbar, and select Sign In. 2. In the Email bx, enter yur email address. 3. In the Server bx, enter the URL prvided by yur WatchDx Organizatin Administratr; therwise leave it with the preset default value. 4. Click Sign in. 2014 WatchDx. All rights reserved. 4

An authenticatin email is sent t the email address supplied. 5. Open the email message, and click the link in the message t cmplete the sign in. If yu are already signed in t an accunt, fr example via the WatchDx Web Applicatin, yu are asked t cnfirm the accunt. Alternatively, yu can sign in t a different accunt if desired. A WatchDx accunt is identified by yur email address. If the email address yu prvide is nt knwn t WatchDx, it will be signed up as a new accunt. If yur netwrk uses a prxy, this will have t be cnfigured. Fr mre infrmatin, see Cnfiguring prxy settings n page 13. 2014 WatchDx. All rights reserved. 5

The sign in screen changes t indicate that yu have successfully signed in. 6. Click Next. The Manage synced wrkspaces windw appears. 7. Select the wrkspaces that yu want t sync t yur cmputer and click Update. Fr mre infrmatin, see Managing synced wrkspaces n page 17. Signing in with username and passwrd Fllw these steps t authenticate if yur rganizatin is cnfigured fr sign in by username and passwrd. 0. 2014 WatchDx. All rights reserved. 6

1. Right-click the WatchDx icn in the taskbar, and select Sign In. 2. In the Email bx, enter yur email address. 3. In the Server bx, enter the URL prvided by yur WatchDx Organizatin Administratr; therwise leave it with the preset default value. 4. Click Sign in. Yur brwser pens n the WatchDx sign in page. 5. Enter yur username (yur email address) and passwrd. 6. Click Sign in. If yur netwrk uses a prxy, this will have t be cnfigured. Fr mre infrmatin, see Cnfiguring prxy settings n page 13. Yu are signed in. The Manage synced wrkspaces windw appears. 7. Select the wrkspaces that yu want t sync t yur cmputer and click Update. Fr mre infrmatin, see Managing synced wrkspaces n page 17. 2014 WatchDx. All rights reserved. 7

Signing ut 1. Right-click the WatchDx icn in the taskbar, and select My accunts. The Signed-in accunts area displays a list f email addresses yu use t sign in t WatchDx. WatchDx synchrnizes ne f these accunts files t the WatchDx Flder. Yu determine this accunt at setup when yu sign in. If files were sent t yu thrugh different WatchDx accunts, yu will be able t pen them if yu are signed in t these accunts. Yu can sign in t additinal accunts with Add accunt. 2. Click Sign ut f all accunts. The WatchDx Flder, and all wrkspaces and files in it, are remved frm yur desktp. The wrkspaces and files will remain n the WatchDx server (and can be restred t the desktp WatchDx Flder if yu sign in again using this user accunt). 2014 WatchDx. All rights reserved. 8

Switching accunts 1. Right-click the WatchDx icn in the taskbar, and select My accunts. 2. Click Sign ut f all accunts. 3. Right-click the WatchDx icn in the taskbar, and select Sign in. Yu can sign in as the same user, r a different ne. Adding a new accunt Add an accunt t authenticate additinal WatchDx accunts n yur PC. 1. Right-click the WatchDx icn in the taskbar, and select My accunts. 2. Click Add accunt. The Sign in t WatchDx windw appears accrding t yur rganizatin's sign in prcedure. 3. Sign in t WatchDx with yur email r username and passwrd. The accunt is authenticated n yur PC. Yu can nw dwnlad and pen files shared via WatchDx with this accunt n yur PC. 2014 WatchDx. All rights reserved. 9

3 Managing settings Manage yur WatchDx fr Windws settings t set the fllwing: What plugins yu want t enable (fr mre infrmatin, see Enabling Micrsft Office and Adbe plugins n page 10) When t use WatchDx when sending files via Micrsft Outlk (fr mre infrmatin, see Cnfiguring the Micrsft Outlk plugin n page 11) Yur prxy server settings (if applicable) (fr mre infrmatin, see Cnfiguring prxy settings n page 13) Enabling Micrsft Office and Adbe plugins 1. Right-click the WatchDx icn in the taskbar, and select Settings. 2014 WatchDx. All rights reserved. 10

The WatchDx Settings windw is displayed. 2. In the Plugins tab, select the plugins that yu want t enable. Cnfiguring the Micrsft Outlk plugin WatchDx fr Windws includes a plugin fr Micrsft Outlk that can prtect attachments in utging emails. When yu send an email and chse this ptin, the plugin replaces the attachments with dwnlad links t the file, which is cpied and stred encrypted n the WatchDx server. The recipient receives the email with links t the attachments and can access them by clicking n the links. The WatchDx plugin fr Micrsft Outlk allws yu t easily send secure dcuments frm Micrsft Outlk. 2014 WatchDx. All rights reserved. 11

1. Right-click the WatchDx icn in the taskbar, and select Settings frm the shrtcut menu. 2. In the WatchDx Settings windw define r change settings. Specify when t send yur email securely via the Micrsft Outlk plugin: Select On every email with attachments t use WatchDx fr all emails with attachments Select On email with attachments when t use WatchDx fr selected mails, and set the fllwing: Sending t external recipients: t use WatchDx nly fr emails t recipients utside yur rganizatinal dmain (fr example, when sending frm abc.cm t cmpany.cm) Any file size abve X: t use WatchDx nly fr emails with attachments greater than a specified size limit Only by request: t use WatchDx nly when yu explicitly chse t send via WatchDx 3. Check Ask befre sending t be prmpted by the plugin whether t send securely each time yu send an email. 2014 WatchDx. All rights reserved. 12

Cnfiguring prxy settings If yur netwrk uses a prxy, cnfigure the prxy settings in rder t wrk with WatchDx. 1. Right-click the WatchDx icn in the taskbar, and select Settings. 2. In the Settings dialg bx, select the Prxy tab. 3. T set WatchDx fr Windws t autmatically detect yur prxy settings, select Aut-detect. 4. T set specific prxy settings, select Use the fllwing prxy settings and enter the URL f the prxy server. 5. If authenticatin details are als required fr yur server, enter these as well. 6. Click Save. If yur Windws netwrk settings use an autmatic cnfiguratin script, yu can leave ut the prxy details in the abve dialg, and they will be set by script. 2014 WatchDx. All rights reserved. 13

4 Wrking with wrkspaces Wrkspaces are flders that yu create r that are shared with yu. Wrkspaces can cntain flders and files. Use wrkspaces t manage yur dcuments. Accessing the WatchDx Flder Right-click the WatchDx icn in the taskbar, and select Open WatchDx flder. Yu can access yur wrkspaces and any files they cntain as yu wuld a regular flder. If yu are a wrkspace wner, a persnal wrkspace named My Wrkspace is created fr yu fllwing yur first sync. Yur persnal wrkspace is the default flder fr files that yu mve t the WatchDx Flder using the Mve t WatchDx cmmand, and fr files that yu drag t the WatchDx Flder. 2014 WatchDx. All rights reserved. 15

Small verlay icns at the bttm left crner f the Wrkspace, flder, r file icns indicate the status f synchrnizatin. Icn Descriptin The wrkspace is syncing. The wrkspace is being updated (files are being dwnladed r upladed). A file under this wrkspace is pen and is therefre lcked fr updates. If yu save files int a Sync wrkspace directly frm a Micrsft Office applicatin, clse the file in this applicatin first, fr WatchDx synchrnize the file. A file under this Wrkspace has an errr. Nte that saving files int a Wrkspace yu d nt have permissins creates an errr. Once the file is remved, the errr verlay disappears. If there is n verlay icn, it can indicate that there is currently n cnnectin with the WatchDx server, r that the flder has nt been synced. If yu are adding the flder t WatchDx, yu can sync the flder in rder t create a wrkspace n the server. See Managing synced wrkspaces n page 17. Syncing wrkspaces Manage yur synced wrkspaces, check the sync status and trublesht any errrs. Pause sync if necessary, and re-sync a wrkspace. 2014 WatchDx. All rights reserved. 16

Managing synced wrkspaces After signing in, yu are prmpted t select wrkspaces t synchrnize t the WatchDx Flder. WatchDx dwnlads these wrkspaces and any files they cntain int yur WatchDx Flder. Thereafter, manage which wrkspaces yu want t sync n yur cmputer by selecting them in the Manage synced wrkspaces windw. All wrkspaces selected in this windw are cntinuusly synced. 1. Right-click the WatchDx icn in the taskbar, and select Manage synced wrkspaces. A list f wrkspaces appears. 2. Add r remve wrkspaces that yu want t sync. If yu select additinal wrkspaces, WatchDx dwnlads them int the WatchDx Flder. If yu clear a wrkspace in the list, it is deleted frm the WatchDx Flder and is n lnger synced. 2014 WatchDx. All rights reserved. 17

Nte: If yu have a shared wrkspace that has the same name as ne f yur lcal wrkspaces, upn sync, the shared wrkspace is named with the suffix Created By<xxx>. Nte: Nt all files and flders can be synced with the WatchDx Server. Sme file types are nt supprted, and in additin, yur rganizatin administratr may cnfigure settings that prevent sme file types frm syncing with WatchDx. Hidden files and flders are nt synced. If yu encunter prblems syncing files r flders, cntact yur administratr. 3. Click Update. Syncing new wrkspaces If yu are invited t a new wrkspace, a ntificatin appears in the taskbar. A ntificatin als appears in the WatchDx menu: 2014 WatchDx. All rights reserved. 18

1. Click n the ppup message r the menu item. 2. Select the shared wrkspace(s) that yu want t sync, and click Update. Nte: If yu have a shared wrkspace that has the same name as ne f yur lcal wrkspaces, upn sync, the shared wrkspace is named with the suffix (Created By<xxx>). 2014 WatchDx. All rights reserved. 19

Viewing a list f sync errrs If there was a prblem syncing yur files, an item appears in the taskbar menu. 1. Right-click the WatchDx icn in the taskbar, and select <x> Sync errr(s). The WatchDx Sync Errrs windw appears. 2. Click the file name t lcate the file. 3. If available, click the suggested slutin t slve the issue. 2014 WatchDx. All rights reserved. 20

4. Click t view mre infrmatin abut the errr and the suggested slutin. 5. Fllw the instructins in the slutin t remve the errr. Checking sync status Check the sync status t view which files are currently being synced, upladed, r dwnladed. 1. Right-click the WatchDx icn in the taskbar, and select Sync status. 2014 WatchDx. All rights reserved. 21

Pausing and resuming sync Pause sync activity between yur WatchDx Flder and the WatchDx server t save system resurces. Right-click the WatchDx icn in the taskbar, and select Pause sync. T resume sync: Right-click the WatchDx icn in the taskbar, and select Resume sync. Re-syncing a wrkspace Frce a wrkspace t re-sync with the WatchDx server t ensure that the lcal wrkspace is up t date. This is useful, fr example, if yu delete a file frm the WatchDx Flder but d nt have sufficient rights t remve it frm the wrkspace n the WatchDx server. By re-syncing the wrkspace, the file is restred t yur lcal WatchDx Flder. 2014 WatchDx. All rights reserved. 23

1. Right-click the wrkspace flder and select WatchDx > Re-sync. A cnfirmatin message appears. 2. Click Yes. The wrkspace is re-synced. Sharing wrkspaces Wrkspace administratrs can share their wrkspaces with ther users. Nte: Wrkspaces are flders lcated directly under the WatchDx Flder. Wrkspaces can cntain flders, but flders cannt be shared separately. 2014 WatchDx. All rights reserved. 24

1. Right-click the wrkspace flder and select WatchDx > Share wrkspace. The Share Wrkspace windw appears. 2. Invite members t 'Default Cntributrs' grup: Specify Cntributrs wh will be able t create r update files in the wrkspace. Yu can chse t add individual users (by email address), r by distributin list. 3. Invite members t 'Default Visitrs' grup: Specify Visitrs wh will be able t receive dcuments but will nt be able t share cntent in the wrkspace. List them as well by their email addresses, r by distributin list. 2014 WatchDx. All rights reserved. 25

Behind the scenes Cntributrs and Visitrs are added respectively t Default Cntributrs and Default Visitrs wrkspace grups. These grups have default permissins fr the wrkspace dcuments set fr them by the administratr. 4. Click Advanced permissin management t pen the wrkspace Grups tab in the WatchDx Web Applicatin. Manage users and permissins in the WatchDx Web Applicatin. Cpying the link t a wrkspace Cpy the link t a synced wrkspace, flder, r file, t share the link with users that have permissin t the wrkspace. 1. Right-click a synced wrkspace, flder, r file, and select WatchDx > Cpy link. A balln ntificatin appears infrming yu that a link was cpied. Click the balln t fllw the link t the item in the WatchDx Web Applicatin. 2. Paste the link int an email and send the mail. The link is sent t the recipient. Recipients can access the wrkspace if they already have access t the wrkspace. If yu wish t share the wrkspace with a new user, see Sharing wrkspaces n page 24. Mving flders and files t the WatchDx Flder Nte: Yu must be a wrkspace wner t perfrm this actin. Use the WatchDx cntext menu t mve flders and files that yu want t sync int the WatchDx Flder in rder t streamline yur wrkflw. Mving flders Mving a flder and its cntents t the WatchDx Flder Right-click the flder that yu want t sync, and select WatchDx > Mve t WatchDx. The flder is mved t yur persnal wrkspace in the WatchDx Flder, and the flder is synced. Mving a flder and its cntents t the WatchDx Flder, and sharing the wrkspace with ther users 2014 WatchDx. All rights reserved. 26

1. Right-click the flder that yu want t sync, and select WatchDx > Mve t WatchDx and share. 2. Add individual users (by email address), r by distributin list: a) In the Invite members t Default Cntributrs grup area, specify cntributrs, wh will be able t create r update files in the wrkspace. Yu can chse t add individual users (by email address), r by distributin list. b) In the Invite members t Default Visitrs grup area, specify visitrs, wh will be able t receive dcuments but will nt be able t share cntent in the wrkspace. List them as well by their email addresses, r by distributin list. 3. In the Add a persnal message area, enter a persnal message if desired. 4. Click Share. The flder is mved t yur persnal wrkspace in the WatchDx Flder, and yur flder is synced. When the flder is mved, a cnfirmatin message appears in the Mve t WatchDx & Share Wrkspace dialg. 5. Click Clse. 2014 WatchDx. All rights reserved. 27

Mving files Use WatchDx fr Windws t uplad files f up t 10GB. 1. Right-click the file that yu want t sync. 2. In the menu, select WatchDx > Mve t WatchDx. The file is mved t yur persnal flder in the WatchDx Flder, and the flder is synced. Remving wrkspaces Remve a wrkspace t delete it frm yur lcal WatchDx Flder and the WatchDx server. Nte: Yu must be an administratr f the wrkspace t perfrm this actin. 1. Right-click the wrkspace that yu want t delete, and select WatchDx > Remve wrkspace. Nte: If yu delete a wrkspace by right-clicking the wrkspace and selecting Delete, the wrkspace is remved frm yur WatchDx Flder, but nt frm the WatchDx server. This actin effectively remves the wrkspace frm the synced wrkspaces list. T restre the wrkspace, select the wrkspace in the Synced Wrkspaces windw. Nte: If yu delete a flder by right-clicking the flder and selecting Delete, the flder is remved frm yur WatchDx Flder, but nt frm the WatchDx server. T restre the flder, re-sync the parent wrkspace. 2014 WatchDx. All rights reserved. 28

5 Wrking with files Viewing file details View infrmatin abut any wrkspace, flder, r file in yur WatchDx Flder. 1. Right-click a wrkspace, flder, r file, and select Sync details. 2014 WatchDx. All rights reserved. 29

Viewing a list f recently updated files View a list f recently updated files in yur WatchDx flders. 1. Right-click the WatchDx icn in the taskbar, and select Recently updated files. 2. Select a file in the submenu t pen the cntaining flder in an explrer windw with the file selected. Sending prtected files Nte: Yu must be a wrkspace wner r cntributr with dwnlad riginal permissins t perfrm this actin. Prtect and send any file lcated in the WatchDx Flder r n the same vlume as the WatchDx Flder t any email address. 2014 WatchDx. All rights reserved. 31

1. Right-click the file that yu want t send, and select WatchDx > Send file. 2. In the T bx, begin typing recipients email addresses. The WatchDx AutCmplete feature suggests matches as yu type. Yu can chse t add individual users (by email address), distributin list, r an Active Directry grup (if yur Organizatin s WatchDx server is cnnected t an Active Directry server). 3. In the Persnal message bx, change the subject if desired. 4. In the message bx, type a message, if desired. 5. If the Dn't require recipients t sign in check bx is displayed, d ne f the fllwing: T allw recipients t access the file withut signing in, select the Dn't require recipients t sign in check bx. T ensure that recipients sign in t access the file, clear the Dn't require recipients t sign in check bx. Nte: Fr mre infrmatin n this feature, see Abut requiring recipient sign in n page 42. 2014 WatchDx. All rights reserved. 32

6. T set the access permissins fr the file yu are sending, click Manage recipient permissins. 7. In the User permissins list, select the desired permissins frm the drp-dwn list: Nte: The permissins available and their defaults depend n what yur rganizatin administratr has set fr yur rganizatin. Yu can change the default recipient permissins as desired fr every file yu send. Full access: Recipients can dwnlad an riginal r encrypted versin, edit, cpy-paste, and print. Online view and print: Recipients can view files in the nline viewer and print. Online view: Recipients can view files in the nline viewer nly. Online view with sptlight: Recipients can view files in the nline viewer in sptlight view nly. In sptlight view, text is visible nly in the regin f the pinter; the rest f the text is bscured. View nly: Recipients can view and dwnlad an encrypted versin. View and print: Recipients can view, dwnlad an encrypted versin, and print. Edit and print: Recipients can view, dwnlad an encrypted versin, edit, and print. Tracked full access: Recipients can dwnlad an encrypted versin, edit, cpy-paste, and print. 8. In the Watermark list, set whether the file is displayed with a watermark. 2014 WatchDx. All rights reserved. 33

Nte: When User permissins is set t Full access, watermarks are nly displayed n PDF files. 9. In the File expiratin list, set the time when the file will n lnger be accessible by the recipients. Select a specific date, a time perid frm the list, r never. If yu select Specific date, chse the desired date frm the calendar. 10. In the Grant file access t list, select wh can access the file: Everyne: Everyne can access the file. Recipient s email dmain: The recipient, and anyne else wh signs in with an email in the same dmain as the recipient, can access the file. Recipients nly: Only the recipients f the email can access the file. 11. Click Dne t clse the Manage recipients permissins windw. 12. In the Send a Prtected File windw, click Send. A cnfirmatin message appears. 13. Click Clse. The file is sent. Sending file attachments quickly frm Outlk The WatchDx plugin fr Micrsft Outlk enables yu t send emails and attachments securely directly frm Outlk. 1. Open a new email and enter a recipient and attach a file r files. 2. T send yur email securely with the default settings, in the Message tab in yur mail editr tlbar, click Send prtected. 3. T custmize permissins and security settings fr the email, select Set security and send frm the drp-dwn menu t custmize permissins and security settings fr the current email. 2014 WatchDx. All rights reserved. 34

The WatchDx Email Security windw depends n yur WatchDx Mde cnfiguratin. Refer t the fllwing sectins t set the permissins fr yur file(s): Setting email security permissins in WatchDx Enterprise mde n page 36 Setting email security permissins in WatchDx Enterprise ES mde n page 37 Setting email security permissins in WatchDx Enterprise ES (Restrict Full Access) mde n page 40 4. T send future attachments withut WatchDx prtectin, select Send attachment withut WatchDx prtectin next time. In subsequent emails, click Send in the email t send any attachments withut WatchDx prtectin. 5. Click Send. Nte: Yu can custmize permissins and security settings n a per email basis. Fr future emails, the permissins and settings return t yur rganizatin s default settings. 2014 WatchDx. All rights reserved. 35

Setting email security permissins in WatchDx Enterprise mde If yur rganizatin is in WatchDx Enterprise mde, the fllwing WatchDx Email Security windw is displayed when sending an attachment securely via WatchDx frm Micrsft Outlk: T set the email security permissins fr WatchDx enterprise ES mde, select ne f the fllwing ptins: Select Send using WatchDx and set the fllwing permissins: a) In the Permissin list, select the desired permissins: Full access Recipients can dwnlad an riginal r encrypted versin, edit, cpy-paste, and print. Online view and print Recipients can view files in the nline viewer and print. Online view Recipients can view files in the nline viewer nly. Online view with sptlight Recipients can view files in the nline viewer in sptlight view nly. In sptlight view, text is visible nly in the regin f the pinter; the rest f the text is bscured. b) In the File expiratin list, set the time when the file will n lnger be accessible by the recipients. Select a specific date, a time perid frm the list, r never. If yu select Specific date, chse the desired date frm the calendar. 2014 WatchDx. All rights reserved. 36

c) In the Grant file access t list, select wh can access the file; Everyne, Recipient s email dmain, r Recipients nly. d) In the Watermark list, set whether r nt the file is displayed with a watermark. Nte: When User permissins is set t Full access, watermarks are nly displayed n PDF files. Select Send withut requiring recipients t sign in t allw recipients t access the file withut signing in. Nte: Fr mre infrmatin n this feature, see Abut requiring recipient sign in n page 42. T send the file withut WatchDx prtectin, select Send withut using WatchDx. Setting email security permissins in WatchDx Enterprise ES mde If yur rganizatin is in WatchDx Enterprise ES mde, the fllwing WatchDx Email Security windw is displayed when sending an attachment securely via WatchDx frm Micrsft Outlk: T set the email security permissins fr WatchDx enterprise ES mde, select ne f the fllwing ptins: Select Send securely - cntrl attachments, and d the fllwing: 2014 WatchDx. All rights reserved. 37

a) Click, and set the desired permissins. Print: Recipients can print the file. Edit: Recipients can edit the file. Cpy-paste: Recipients can cpy and paste the file text. Watermark: Recipients will view the file with a watermark. Dwnlad cntrlled: Recipients can dwnlad a cntrlled cpy f the file. Sptlight: Recipients can view files in the nline viewer in sptlight view nly. In sptlight view, text is visible nly in the regin f the pinter; the rest f the text is bscured. Prgrammatic access: Recipients can dwnlad the file with enabled Micrsft Office macrs. b) In the Recipient may share dwnlad link(s) with area, select wh can access the file: N ne: Recipients can nt share the file(s). Anyne within the recipient s email dmain: The recipient can share the file(s) with anyne else wh signs in with an email in the same dmain as the recipient. Everyne: The recipient can share the file(s) with anyne. 2014 WatchDx. All rights reserved. 38

c) In the Permissin t use expires area, set the time when the file will n lnger be accessible by the recipients: Never, r select Within and set a specific date, a time perid frm the list. If yu select Within, chse the desired date frm the calendar. Select Send securely uncntrlled after dwnlad, and d the fllwing: a) Click, and set the desired permissins. b) Select Watermark in PDF attachments if yu want recipients t view the PDF files with a watermark. c) In the Recipient may share dwnlad link(s) with area, select wh can access the file: N ne: Recipients can nt share the file(s). Anyne within the recipient s email dmain: The recipient can share the file(s) with anyne else wh signs in with an email in the same dmain as the recipient. Everyne: The recipient can share the file(s) with anyne. d) In the Permissin t use expires area, set the time when the file will n lnger be accessible by the recipients: Never, r select Within and set a specific date, a time perid frm the list. If yu select Within, chse the desired date frm the calendar. Select Send withut requiring recipients t sign in t allw recipients t access the file withut signing in. Nte: Fr mre infrmatin n this feature, see Abut requiring recipient sign in n page 42. T send the file withut WatchDx prtectin, select Send withut using WatchDx. 2014 WatchDx. All rights reserved. 39

Setting email security permissins in WatchDx Enterprise ES (Restrict Full Access) mde If yur rganizatin is in WatchDx Enterprise ES (Restrict Full Access) mde, the fllwing WatchDx Email Security windw is displayed when sending an attachment securely via WatchDx frm Micrsft Outlk: T set the email security permissins fr WatchDx enterprise ES mde, select ne f the fllwing ptins: Select Send securely - cntrl attachments, and d the fllwing: 2014 WatchDx. All rights reserved. 40

a) Click, and set the desired permissins. Print: Recipients can print the file. Edit: Recipients can edit the file. Cpy-paste: Recipients can cpy and paste the file text. Watermark: Recipients will view the file with a watermark. Dwnlad cntrlled: Recipients can dwnlad a cntrlled cpy f the file. Sptlight: Recipients can view files in the nline viewer in sptlight view nly. In sptlight view, text is visible nly in the regin f the pinter; the rest f the text is bscured. Prgrammatic access: Recipients can dwnlad the file with enabled Micrsft Office macrs. b) In the Recipient may share dwnlad link(s) with area, select wh can access the file: N ne: Recipients can nt share the file(s). Anyne within the recipient s email dmain: The recipient can share the file(s) with anyne else wh signs in with an email in the same dmain as the recipient. Everyne: The recipient can share the file(s) with anyne. 2014 WatchDx. All rights reserved. 41

c) In the Permissin t use expires area, set the time when the file will n lnger be accessible by the recipients: Never, r select Within and set a specific date, a time perid frm the list. If yu select Within, chse the desired date frm the calendar. Select Send withut requiring recipients t sign in t allw recipients t access the file withut signing in. Nte: Fr mre infrmatin n this feature, see Abut requiring recipient sign in n page 42. T send the file withut WatchDx prtectin, select Send withut using WatchDx. Abut requiring recipient sign in Organizatins that enable users t share files withut requiring recipient sign in (simple sharing) can chse whether r nt t give users the ptin t require their recipients t sign in t access sent files. If yur rganizatin has simple sharing enabled and has given yu the ptin t chse whether r nt yur recipients are required t sign in, the Dn't require recipients t sign in check bx is displayed in the Send a Prtected File and WatchDx Email Security windws. Select the Dn't require recipients t sign in checkbx t waive the need fr recipients t access the file withut signing in. When selected, users are sent a link giving them access t the riginal versin f the sent file. They can dwnlad the file and there is n tracking r restrictins n their use f the file. In this case, access t the file is tracked by WatchDx by the user's email when the user is authenticated t WatchDx, r under the alias "annymus" if the user is nt authenticated. Once the file has been shared, yu cannt change the recipient permissins t the file. Shuld yu need t revke recipient access t the file, yu must delete the file frm yur sent items. Clear the Dn't require recipients t sign in checkbx t require recipients t sign in t WatchDx t access the file. When the checkbx is nt selected, the 2014 WatchDx. All rights reserved. 42

Manage permissins link is displayed. Click Manage permissins t set the recipient access permissins t the file. Managing permissins fr sent dcuments Manage permissins fr yur sent dcuments in the WatchDx Web Applicatin. 1. Access and sign in t the WatchDx Web Applicatin. 2. Select the Sent Items flder (lcated under Exchange in the navigatin tree) t expand it t a list f all sent dcuments. 3. Select ne r mre dcuments and click Permissins. Frm the shrtcut menu, yu can select permissins t apply t the selected dcuments: Add Users: Enter email addresses f new recipients, set permissins, and add a persnal message t send them with yur dcument. Edit Permissins: Change the viewing permissins r expiratin date fr dcuments which were sent as Cntrlled Attachments. Revke Users: Enter specific email addresses r revke permissins fr all recipients f yur Cntrlled Attachments. Fr mre infrmatin, refer t the WatchDx Web Applicatin User Guide. Tracking file activity View a map tracking user activity related t the selected file (including user email address, activity, date and time, and site lcatin - city/state/cuntry) fr files in wrkspaces where yu are administratr. The activity lg shws details regarding activities perfrmed n the selected file. 2014 WatchDx. All rights reserved. 43

1. Right-click the file and select WatchDx > Track activity. A Web page pens in yur brwser shwing the last activity dne by each user n this file alng with a map shwing where the activities tk place accrding t IP ge lcatin. 2. Click Full Lg n this page t view the full list f all the users activities. 3. Click the heading f any clumn t srt the lg by that clumn. Hver yur muse ver an activity t view mre details. 2014 WatchDx. All rights reserved. 44

Accessing versin histry and anntatins WatchDx maintains a versin histry fr files. When yu save changes t a file in a Wrkspace in the WatchDx Flder, WatchDx autmatically saves the changes as a new versin. 1. Right click the file and select Versins and anntatins. A page pens in yur internet brwser, displaying a list f all versins f the dcument. Yu can restre an lder versin r g back t a newer versin. The restred versin will be synced t all devices and all the users sharing this wrkspace and file. Yu can als preview a versin withut restring it by clicking the magnifying glass icn. In this page yu can als view anntatins n this file that users have shared with yu. 2014 WatchDx. All rights reserved. 45

Restring deleted files Restre deleted files frm the WatchDx Web Applicatin. When yu delete a file r a flder in a synced wrkspace, r a wrkspace itself, it is mved t the Recycle Bin. 1. Access and sign in t the WatchDx Web Applicatin. 2. Access the Recycle Bins under Wrkspaces. 3. Select the item t be restred. 4. Click Restre. Tip: T permanently delete the item, click Delete. 2014 WatchDx. All rights reserved. 46

6 Cntacting WatchDx Supprt If yu encunter a prblem, yu can cntact WatchDx Supprt, see: Accessing the WatchDx Supprt prtal n page 47 fr brwsing the WatchDx Supprt prtal fr help Generating lg files n page 47 fr generating lg files t send t WatchDx Supprt Emailing WatchDx Supprt n page 48 fr cntacting WatchDx Supprt directly by email Accessing the WatchDx Supprt prtal Right-click the WatchDx icn in the taskbar, and select Supprt > Online Supprt. The nline supprt prtal pens, where yu can brwse fr help. Generating lg files If yu encunter an issue, generate lg files t send t WatchDx Supprt t help with their investigatin. 1. Right-click the WatchDx icn in the taskbar, and select Supprt > Generate Lgs. 2. D ne f the fllwing: 2014 WatchDx. All rights reserved. 47

Click Send t generate the lg file and t send an email t WatchDx Supprt. An email pens with a zipped lg file attached. Click Save t generate and save the lg file n yur cmputer. Emailing WatchDx Supprt 1. Right-click the WatchDx icn in the taskbar, and select Supprt > Cntact Supprt. An email pens addressed t WatchDx Supprt. 2. Enter a subject and email cntents. 3. Click Send. 2014 WatchDx. All rights reserved. 48