Changes described in this article are necessary to start using the following features of Policy-based Encryption:

  • Email Encryption Outlook Add-In
  • PDF Encryption

Changes in settings

Mandatory:

  1. Enable PDF encryption

Additionally recommended:

  1. Encryption mode set to Full-Message Encryption
  2. Check the check box Enable native encryption for PDF
  3. Select Encrypt other files as PDF
  4. Select Secure PDF Email Reply

Changes in settings

Changes to policies and keywords

  • Add two shared keywords lists:

    1. List nameEncrypt PDF
      List Description: To use PDF encryption
      Include Partial Matches: checked
      Keyword List
      SecurePDF:
      EncryptPDF:

      Encrypt PDF

    2. List nameGateway Plugin Header
      List Description: Header matched to trigger encryption when outlook plugin is used
      Include Partial Matches: checked
      Keyword List:
      x-echoworx-encrypt: yes

      Gateway Keyword

  • Add two additional policies to the bottom of policies list (if there is a list):

    policies

    1. Policy namePDF Encryption Manual Trigger
      Description: from __default__ profile
      Status: Enabled
      Match Conditions
      ANY Enable If Subject Contains Any From Keywords&Dictionaries List Encrypt PDF More then 0 times

      Additionally
      Mail Action

      Encrypt > Custom

      Encryption Mode > Full-Message Encryption (Body + Attachments)

      PDF Encryption > Preferred Delivery Method

      Enable Native encryption for PDF

      Encrypt other files as PDF

      ManTrigger

      ManTrigger2

    2. Policy nameOutlook AddIn Encryption Trigger
      Description: from __default__ profile
      Status: Enabled
      Match Conditions: 
      ANY Enable If Subject Contains Any From Keywords&Dictionaries List Encrypt PDF More then 0 times

      Mail Action

      Encrypt: Use Profile

      AddIn

      AddIn2

Changes to templates

    • Common (all methods) / Templates

      From Pattern:

      {personal}

      Bounce Pattern:

      The message below could not be delivered. Please contact your administrator for assistance and provide the following message details.

      {messageInfo}

    • Common (all methods) / Sender-Facing Notification Templates

        1. Message Encrypted:

        1. Message Encrypted - Pending :

        1. Message Failed:

        1. Message Bounce:

    • PDF Encryption / Templates

      PDF Header Image:

      *** NOTE IMAGE SPECIFIED HERE, NOT IN EACH LOCALE ***

      (Full Message Encryption)

      Secure PDF Email:

      (Attachment Encryption)


      PDF Password Hints Text:

      <p>The PDF password was set by {sender} with the following hint: <strong>{psk_hint}</strong></p>

      PDF Password Recovery Text:

      <p>To recover or change your Secure PDF password, visit the <strong><a href="{emx_url}/recoverPsk.html?pskId={psk_id}&enterprise={branding_enterprise}">PDF Password Recovery page</a></strong>

      </p>

      Attachment Encryption Email Header:

      Attachment Encryption Email Footer:

  • PDF Encryption / Sender-Facing Notification Templates

    (Full Message Encryption)

    Message Encrypted:

    <tr><td style="padding:5px 5px 5px 0px; font-size: 12px; font-weight: bold; width:100px; vertical-align:top;">PDF recipients:</td><td style="padding:5px 5px 5px 0px; font-size: 12px;">{receiver}</td></tr>

    (Attachment Encryption)

    Message Encrypted:

    <tr><td style="padding:5px 5px 5px 0px; font-size: 12px; font-weight: bold; width:100px; vertical-align:top;">Attachment recipients:</td><td style="padding:5px 5px 5px 0px; font-size: 12px;">{receiver}</td></tr>

  • Web Portal Encryption / Sender-Facing Notification Templates

    Message Encrypted:

    <tr><td style="padding:5px 5px 5px 0px; font-size: 12px; font-weight: bold; width:100px; vertical-align:top;">Web recipients:</td><td style="padding:5px 5px 5px 0px; font-size: 12px;"> {receiver}.

    <tr><td style="padding:5px 5px 5px 0px; font-size: 12px; font-weight: bold; width:100px; vertical-align:top;"></td><td style="padding:5px 5px 5px 0px; font-size: 12px;">To view the message status or recall the web portal message, <a href="{emx_url}/messageStatus.html?msgCode={3}&fromEmail={sender_url_encoded}">click here.</td></tr>