Ad Hoc Transfer Secure Note Option

An Organization administrator can configure either Secure Note transfer or Email Note transfer for an organization and whether to give senders the option to select either method per package. You can also configure related settings for the package Subject and From/Reply-to fields.

The key, core Secure Attach concept concerns the Package’s Note (the message body when creating the package in the Outlook plug-in).

Note: These settings affect the full Web Interface, the Outlook Plug-in, and the Mobile Apps & Web.

See General Information - Ad Hoc Transfer Implementations for an introduction to the concepts of email notification and the Secure Note vs. Email Note options.

The related settings affect the handling of the From and Subject fields in Package Notification emails.

Note: These settings affect the full Web Interface and the Mobile Apps & Web only; they do not affect the Outlook Plug-in.

Basic Considerations

Do you want to be assured of secure transfers, not only of files, but also of every note that senders compose when creating MOVEit Ad Hoc Transfer packages?

The advantage with this method is that senders can write a confidential note (with or without attached files) and be assured that the note will be securely transferred by MOVEit only, and not by email.

If so, you might want to set up this logical combination of Secure Note settings:

• Secure Note (or Outlook message body) transferred securely by MOVEit only; not included in emailed New Package Notifications.
• No Per Package choice for senders; this enforces security by ensuring exclusive use of this Secure the Note method.

Would you rather provide your users with a consistently Outlook-style, email-oriented notification operation (with only the attached/uploaded files being sent exclusively by MOVEit)?

The big advantage with this method is that senders can write a personalized note about the files and about the fact that the files themselves were secured with MOVEit... and recipients will be able to read this note in their email before they open MOVEit and the package.

If so, you might want to set up this logical combination of Secure Note settings:

• Choose Email the Note (which equals Secure Note being OFF); the Note (or Outlook message body) is included in emailed New Package Notifications.
• No Per Package choice for senders; this enforces consistency by ensuring exclusive use of this Email the Note method. (Not offering a per package choice also reduces the chance of Senders thinking that they were using the Secure the Note method when they were not.)

Do you want to offer both flavors of operation by offering senders a per package choice?

• Choose either method as the default option:
  • Email the Note
  • Secure the Note
• Set the Per Package option to ON - This provides senders a setting in each new package page (or Outlook message window), enabling senders to turn Secure Note on or off.

Considerations for Related Options

Do want to add security for the packages' Senders and Subjects? These settings apply to the Web Interface and the Mobile interfaces only, however; they do NOT apply to the Outlook Plug-in.

The advantage with these settings is that senders - working in the MOVEit Web Interface or Mobile - can write a secure transfer note, and be assured that the email notification sent about the package will have generically filled Subject and From fields.

• Subject field is configured to use a generic subject (New Package Notification or however you customize it within Email Notification templates).

  Note: Packages composed in Outlook always send an email that contains the sender's subject.

• From/Reply-to set to the Notification Service in general and not to the Sender.

  Note: Packages composed in Outlook always send an email that contains the sender's email address in the From field.

Would you rather ensure consistent operation across all clients (Outlook as well as Web Interface)? If so, you would use these settings.

• Subject field is configured to always use the sender's Subject.
• From field set to the Sender.

Configuring Secure Note and Related Options

The organization settings for Ad Hoc Transfer are on the administrator's Settings page, on several different pages.

The links are both the Ad Hoc Transfer section and the Appearance section.

The overall procedure to configure Secure Note and related options:

1. From the Home page, click Settings.
2. Under Ad Hoc Transfer, next to Content, click Sending Files to configure the Secure the Note option itself. Under Sending Packages:
   1. Select Secure the Note or Email the Note.
   2. Select on or off for Per Package Option.

   For detailed information about these settings, see Web Interface - Settings - Ad Hoc Transfer - Content, Sending Packages.

3. Under Appearance, next to Notification, click Items Displayed to configure the Comment Field, which might determine whether the sender's Subject is used. (It is only applicable for packages transferred using the Secure the Note method. It never applies to Outlook.)

   For detailed information about these settings, see Web Interface - Settings - Appearance - Notification - Items Displayed, Comment Field.

4. Under Ad Hoc Transfer, next to Content, click Package Notifications to configure the From/Reply-to option (which applies to the Web Interface and Mobile only, and not Outlook).

   For detailed information about these settings, see Web Interface - Settings - Ad Hoc Transfer - Content, Package Notifications.