SafeSend Email Security for Outlook review: A great solution for security-conscious SMBs

We’ve all experienced that sinking feeling after accidentally sending an email to the wrong recipient. If it’s an internal message, you may still be able to recall it – but if it’s gone to someone outside of your company there may be nothing you can do. At best, it’s an embarrassment; at worst, if your message contained confidential or personal information, you could be looking at a hefty fine.

SafeSend Email Security is a small add-in for Outlook that’s designed to eliminate that risk. It achieves this partly by requiring users to review all external email recipients and confirm that they’re correct before the message can be released.

There’s a lot more than this to the software, however. It also provides extensive data loss prevention (DLP) services, allowing you to scan email subjects, message contents and attachments for specific keywords and patterns. If a match is found, the software can request confirmation before sending or even block transmission altogether.

Deployment is a cinch. The add-in can either be installed manually or distributed and managed centrally using a group policy. It works with all versions of Outlook from 2007 upwards, and there’s also a web version for Outlook 365 and OWA. We had no problems using a GPO to distribute the MSI package to the Windows clients in our lab: once they had logged into the domain and been authenticated, the add-in was silently deployed without the need for any user interaction.

Training requirements are minimal. Users just need to be advised that the first time they load Outlook, SafeSend will pop up a message to confirm their internal email domain. Once this is done, any attempt to send a message outside of the organisation will bring up a confirmation prompt.

That might sound a little intrusive, but the dialog is clean and simple, showing all the email’s recipients (including those in the “Cc:” field) with a tickbox next to each one. If something’s not right, you can remove any unwanted recipients before sending, or reopen the message for further editing.

Central management is just as easy. SafeSend provides ADMX/ADML files for deployment on your domain controller; with these copied across to the PolicyDefinations folder on our Active Directory server, we were able to create a customised SafeSend GPO for all authenticated users.

This process can be a little time-consuming, but that’s only because the SafeSend GPO has over 150 options to configure. Some of these are simple controls, such as preventing users from removing SafeSend, adding extra safe domains and deciding whether to enable the “Select All” tickbox. More advanced options let you do things such as limiting the number of message recipients, detecting bulk emails and adding custom footer messages.

In addition, you can, of course, customise SafeSend’s DLP policies. These are extremely versatile as you can create multiple rules to detect specific strings, credit card numbers and even regular expressions. To ensure nothing slips through the net, SafeSend scans not only the text of outgoing emails but also attachments in various formats, including PDFs, Office attachments and ZIP archives.

If a user’s email triggers one of your DLP rules, they’ll be presented with details of the sensitive content and the detection rules that it triggered. You can set a custom action for each rule, so for some types of data you could require explicit confirmation from the sender, while other content might be completely blocked.

SafeSend also gives you the option of adding X-headers to emails. These can be used to trigger encryption using a separate security product such as Mimecast and Proofpoint – or you can use X-headers in conjunction with Exchange transport rules to verify that users have SafeSend installed.

We found SafeSend simple to roll out and refreshingly easy to manage. In these days when an accidental data breach can expose you to steep fines, every SMB ought to be concerned about email security – and this add-in is a great solution.