Case: Selectively Replace Attachments with secure Box links

Use case summary

Automatically secure attachments sent within the organization, permitting only internal access only.

 

  1. Go to Mail2Cloud Dashboard
  2. Click on 'Add New' button at Fusion panel.
    fusion_add.png

  3. Type your company domain.


  4. Set Fusion rule option in 'Upload and replace'
    cc_uploadReplace.png


  5. Click on Select your cloud storage and authenticate. 
    emailSync_adv_store_btn.png


  6. Select 'at Folder'
    save image


  7. Click on '../{Subject}' button to customize the file path where your emails will be stored at the cloud storage.
    AA_basic_atFolder.png

  8. If internal tracking of delivery is not wanted, set track options in 'Do not track emails'.
    cc_doNotTrack.png



  9. If you don't want to add a paperclip to emails with attachments sent only as links, select 'Do not insert' a "paperclip" on messages with cloud storage links.

    dm_doNotInsert.png

  10. Click on create rule button.
    dm_create.png

  11. Click on 'Advanced options'.
    fusion_adv.png

    • Toggle 'Apply to emails sent to' your domain (mxhero.com is only an example). If you wish to secure all attachments with Box links, set "Apply to emails sent to 'Anyone'" or 'Anyone Else' if only for emails sent outside the domain.
      Screenshot_at_Jul_09_11-38-35.png

    • Toggle 'Do not overwrite existing messages'


    • Toggle 'Save messages as pdf'


    • Toggle 'Save message as an .eml source file'


  12. Go to 'Security options'
    • Select ''


  13. Click on 'Create this rule' button.
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