File send

Trigger File Send

Trigger Sending a file allows monitoring and blocking of operations related to file transfers via various channels, such as:

• Email.

• Cloud application.

• Other.

With this feature, any attempt to attach or upload a file can be monitored, blocked, or logged by the system. The tool also supports file synchronization with cloud applications and other user-defined processes, such as data transfers in messaging apps (e.g., Microsoft Teams).

When monitoring operations on a file containing specific content or marked with an invisible tag, it is possible to track activity related to the file regardless of its location, extension, etc. This enables monitoring to function even when the file is moved, copied, or edited.

To configure monitoring, first go to the Document Tagging.

Trigger configuration

Select transfer type

The user must specify the type of transfer operation:

• Email: Monitoring file transfers via email.

• Cloud applications: Monitoring synchronization of data with cloud applications (support for 20 types).

• Other: Monitoring file transfers to user-defined processes (e.g., messaging apps).

Configuration for email

• File and path masks: Specifying files and locations to be monitored or blocked.

• Exclusions: Defining file types or paths excluded from monitoring.

• Tags: Optional application of previously assigned tags to limit the trigger's action to specific files. More in Document Tagging.

Configuration for cloud applications

Includes all options available for email.

• Additionally: Selection of the cloud application used by the user.

List of supported cloud applications:

• Microsoft OneDrive

• BitTorrent Sync

• Box

• Copy

• Cubby

• Dropbox

• Google Drive

• Knowhow Cloud

• Mediafire

• Mega

• Mozy

• OwnCloud

• Spideroak

• STRATO HiDrive

• Tresorit

Configuration for Other

Includes all options available for email. Additionally:

• Monitored processes: The user specifies particular processes in which file transfers should be monitored or blocked (e.g., teams.exe).

• Excluded processes: Ability to exclude selected processes from monitoring.

How to add/edit a mask?

Example of use

Objective: Protect the company's price list from being sent by users via various channels.

• Configuration:

  • Select file price_list.xlsx as the monitoring object. (Option 1: Specify the file location and name; Option 2: Specify a previously assigned tag for this specific file – an optimal solution, resistant to copying and moving the file.)

  • Configure blocking of this file's transfer using:

    • Email (e.g., Outlook).

    • Cloud applications (e.g., Google Drive).

    • Messaging apps (e.g., Microsoft Teams).

• Effect:

  • Any attempt to send the price list file will be blocked, and the event will be recorded in the system logs.

Summary

Trigger "File Send" provides comprehensive control over data transfers within the organization. With flexible configuration and broad channel support, the tool helps enforce security policies and minimizes the risk of unauthorized disclosure of sensitive data.