Seclore End User Guide

Seclore User Guide
April 2018
Seclore Rights Management - User Guide
© Seclore Technology Pvt. Ltd. All rights reserved.

www.seclore.com
This document is meant for training and informational purposes only and should not be distributed without
permission. The information in this document is provided “as-is” without warranty of any kind and is subject to
change without notice. Seclore is not liable for any loss or damage arising due to this information. No part of this
document may be reproduced in any form without the written consent of Seclore. All logos and trademarks are the
properties of their respective owners.
Table of Contents
Chapter 1: Getting Started 1
What is Seclore? 2
How it Works 4
What you Need 6
Chapter 2: Seclore It! 7

Protecting on Windows 8
Protecting on Mac 13
Protecting with Hot Folders 14
Protecting Emails 15
Protecting Downloaded Documents 24
Chapter 3: Requesting Document Access 25

Requesting Access 26
Approving and Declining Requests 33
Chapter 4: Accessing Protected Documents 35

Windows 36
Mac 40
iOS 43
Android 47
Online 51
Emails ‐ Outlook 56
Chapter 5: Working with Excel Documents 59
Chapter 6: Tracking Protected Documents 63

Activity Alerts 64
Searching for Activities 67
Viewing all Activities on a Document 69
Chapter 7: Managing Protected Documents 71

Viewing Document Details 72
Unprotecting Documents 76
Changing Document Permissions 78
Transferring Ownership 80
Unlocking the Device Lock 82
Searching for Documents 84
Revoking Access 85
Replacing Users 87
Replicating Users 89
Chapter 8: Troubleshooting and Expected Behavior 91

General 92
Email Protector 93
Desktop Client 95
Detect and Repair 96
Expected Behavior 100
Lite for Windows 106
Repairing Installation 107
Lite for Mac 115
Repairing Installation 116
Lite Online 118
Viewer 120
Editor 122
Getting Started
Home > Getting Started
Getting Started
Seclore Rights Management

User Guide
Welcome to the User Guide for Seclore Rights Management.
Start by clicking the icons below or select pages in the table of contents on the left.
To quickly find specific information, use the search box at the top right.
Seclore It! Requesting Accessing Working with If you need more

Document Protected Excel
help, contact your
Access Documents Documents
local IT administrator
or email us at:
[email protected]
Tracking Managing Troubleshooting
Protected Protected and Expected
Documents Documents Behavior
This document is meant for training and informational purposes only and should not be
distributed without permission. The information in this document is provided “as-is” without
warranty of any kind and is subject to change without notice. Seclore is not liable for any
loss or damage arising due to this information. No part of this document may be
reproduced in any form without the written consent of Seclore. All logos and trademarks
are the properties of their respective owners.
© Seclore Technology Pvt. Ltd. All rights reserved. 1

Getting Started
H o m e > G e t t i n g S t a r t e d > What is Seclore?
What is Seclore?
Seclore Rights Management
Seclore Rights Management is a simple software that can be used to secure confidential
documents and emails. You can protect Excel spreadsheets, Word documents, PDF
documents, and even AutoCAD drawings. The document recipients can do only what you
allow them to do. This ensures that your information is not misused or leaked to
unauthorized parties.
Seclore Rights Management allows you to track activities on your document too. You can also
restrict or modify access even after the document is shared.
Document Permissions
You can specify various permissions on the document. document permissions fall under four
basic categories:

Getting Started
Seclore protection has the following properties:
Persistent Protection: Protected documents stay protected wherever they go - even

outside your corporate network. They stay secured regardless of how you send them:
via email, USB drives, or even over public unsecured networks.
Granular Security: Granular permissions can be defined on documents, such as

viewing, editing, printing, even taking screen captures.
Real-time Tracking and Audits: All activities performed on documents are tracked
and reported. Email alerts are also sent to document owners about activities performed
on their documents.

Getting Started
H o m e > G e t t i n g S t a r t e d > How it Works
How it Works
Using Seclore is simple: any document can be protected and then shared with others using
any means. All activities performed on the document will be tracked. Unauthorized users will
not be able to open it at all.
Seclore protection works as follows:

1. You protect a document on your computer and assign permissions to some users on
it.
2. You share the document to the designated recipients using any medium: email, USB
drive, network folders etc.
3. The document stays protected wherever it goes. The medium of transmission or

storage has no effect on the security.

Getting Started
4. If someone leaks the document - accidentally or maliciously - nobody apart from the
authorized users would be able to open it.
5. Even those authorized users cannot misuse the information. For example, a user
may be able to view, edit, and save the document; but printing and taking screen
captures would be blocked.

Getting Started
H o m e > G e t t i n g S t a r t e d > What you Need
What you Need
The Seclore Rights Management system has two major components: the Policy Server and a
local agent. You need a Seclore agent installed on your device to protect and access
documents in your native application: Microsoft Office, Adobe Reader etc. If you do not wish
to install an agent, you can also access protected documents online using Seclore Lite Online.
Seclore Policy Server
The Policy Server is a centralized repository containing details about protected documents,
their access rights, usage logs, and other related information. It may be deployed in your own
corporate network or on a cloud network accessed via the internet.
You can access the Policy Server by logging in to the Policy Server portal in your browser.
Contact your local administrator for your Policy Server portal URL.
Seclore Agents
Different Seclore agents and their supported platforms are summarized in the table below.
Only the Seclore Desktop Client requires administrative privileges to install.
Admin privileges
Agent Platform
required to install
Seclore Desktop Client Windows Yes
Seclore Lite for Windows Windows No
Seclore Lite for Mac Mac No
Seclore Lite for iOS iOS ‐
Seclore Lite for Android Android ‐
Seclore Lite Online Web ‐

Seclore It!
H o m e > Seclore It!
Seclore It!
This section explains how to protect documents on various platforms.
Protecting Documents on Windows
Protecting Documents on Mac
Protecting Documents with "Hot" Folders
Protecting Emails
Protecting Documents Downloaded from Applications

Seclore It!
H o m e > Seclore It! > Protecting on Windows
Protecting on Windows
This section explains how to protect a document on Windows computers. You must have the
Seclore Desktop Client or Seclore Lite for Windows installed.
To protect a document, simply right click on it and click Seclore It!
You can define the document's classification and assign permissions in this window.

Seclore It!
Permissions
The various permissions available are described in the table below.
Permissions What recipients can do
Read Open and read the document on any computer,

mobile device, or web browser
Edit Edit the document and save it
Print Print the document

(Print to PDF is not allowed)
Full Control Open, edit, print, and unprotect the document
Share Give permissions on the document to others
Set Expiry Set an expiry date for the document

Seclore It!
To add recipients, start typing the name of the desired recipient and select the user from the
drop-down list.
Press Enter to select the highlighted recipient. You can add multiple recipients with similar
permissions in the same text box.
Click Add recipients with different permissions to add another set of recipients with
different permissions.
For new (unregistered) users, type the entire email ID in the box and press Enter. They will be
registered automatically when the document is protected. They can access the document
online (without setting a password) or locally by downloading the Seclore agent. See Opening
Documents Online.
You can also add policies to the document from the Policies tab. Policies are predefined sets
of users and permissions which can be used frequently. Contact your administrator to create
policies.

Seclore It!
Click Protect when done. There is no change in the document name, extension, or format
after protection.
This document can now travel anywhere in the world - but the information inside it will remain
secure and confidential. Only authorized users will be able to perform authorized activities on
it.
All activities performed on this document will be logged, including attempts

at unauthorized activities.
Copies of a Protected Document
All copies of a protected document are also protected with the same set permissions as the
original one.
Protecting Multiple Documents Simultaneously
To protect multiple documents at once, select all the desired documents, right click on any
one of them, and click Seclore It! Follow the same procedure described above. All the
selected documents will get protected with the same classification and permissions.

Seclore It!
You can also protect all documents within a folder. Right click on the folder and click Seclore
It!

Seclore It!
H o m e > Seclore It! > Protecting on Mac
Protecting on Mac
To protect documents on your Mac, you need to install Seclore Lite for Mac. It can be installed
without administrative privileges.
Protecting Documents on your Mac
To protect a document on your Mac, right click on it and select Services > Seclore It!
The rest of the procedure is the same as that for Windows. See Protecting Documents on
Windows.

Seclore It!
H o m e > Seclore It! > Protecting with Hot Folders
Protecting with Hot Folders

Documents can be protected by placing them inside a Windows folder. Such a folder is known
as a Hot Folder. Documents created, saved, or placed inside this folder will get protected
instantly.
The Hot Folder is pre-configured with document permissions and a File Owner. These
permissions are applied on every document protected with this Hot Folder.
The document will now remain protected even when it is copied or moved out of the Hot
Folder.
No Seclore software is required to protect documents with this method. However, Seclore
agents are still required to access and work on protected documents. See Accessing
Protected Documents for more details.

Seclore It!
H o m e > Seclore It! > Protecting Emails
Protecting Emails
You can protect your email body and attachments directly from within Outlook and Outlook
on the web.
Outlook
When a Seclore agent is installed, a new Email Protector section will be added to the
Outlook ribbon. Click Seclore It! to view protection options.
Click the desired permission group to assign to the email recipients: Read, Edit, Print, or Full
Control.

Seclore It!
Note that if you reply to a protected email and save it in the drafts folder, then you need to
click Seclore It! again for the reply to go protected.
Outlook search is not supported for emails with protected email bodies.
Outlook on the web (also called Outlook Web Access or OWA)
Click the Seclore 'S' icon at the bottom right of the compose window, drag-and-drop
attachments to the add-in section (to the right), and click Seclore and Send. Attachments
dragged to the main Outlook window will not be protected. You may be asked to log in.

Seclore It!
Note that, unlike Outlook, the email body cannot be protected in Outlook for the web.
Files uploaded directly to the Outlook compose section – and not to the Seclore plugin - will be
sent without protection. Only files uploaded to the Seclore plugin pane to the right will be
protected.
Sending the email from the Send button of the Outlook compose window will send only those
attachments that have been explicitly dragged/uploaded to the Outlook compose window.
Files uploaded to the Seclore add-in section will not be sent.
If you do not see the 'S' icon, contact your administrator.
What Each Permission Means
The table below explains the permissions available in the Seclore Email Protector:
Permission Permissions
What recipients can do
groups included

Seclore It!
Open and read the document on

View, Lite Viewer, Copy Data,
Read any computer, mobile device, or
Offline
web browser
View, Lite Viewer, Copy Data,
Edit Edit the document and save it
Offline, Edit
View, Lite Viewer, Copy Data, Print the document
Print
Offline, Print (Printing to PDF is not allowed)
Full Control View, Lite Viewer, Copy Data, Open, edit, print, and unprotect the
Offline, Edit, Print, Unprotect document
Share the protected email and/or

Forward attachments with other users by
Share ﴾Redistribute﴿
forwarding them the same email
after protecting it.
New User Registration
If you send an email to a new user, he/she will be registered automatically. Registration is
required to open protected documents.
Opening HTML Attachments
If at least one of the recipients is an external user, the protected attachments are "wrapped"
in HTML format. The html extension is appended to such attachments i.e. Proposal.docx will
become Proposal.docx.html.
This is to enable external users (who may not have an agent installed) to open the document
directly in their browsers. When they double click on the document, the following page will be
displayed in the browser.

Seclore It!
After clicking Open it now!, the following page will be displayed. Users can enter their email
ID on this page and click Proceed. A security code will be sent to their email ID for
verification.
After they enter the security code and verify their email ID, the document will open directly in
their browser. See Accessing Documents Online for more details.
For users with a Seclore agent installed (generally the case with internal users), there is no
change in user experience. As soon as the HTML attachment is downloaded to the computer,
it will behave like a normal document of the original extension. The html extension will not be
displayed at all. Thus, internal users will always see Proposal.docx once they download the
attachment.
Users who have a Seclore agent installed can also double click on the attachment directly
from Outlook to open it in the native application.
Opening smail attachments

Seclore It!
If you check 'Protect Body' in the Outlook ribbon, the content of the email body will be
transferred to a secure email file (with extension smail) that can only be opened by Seclore's
Secure Email Viewer. This smail document is also "wrapped" in HTML format as explained
above for ease of use.
The recipients can simply double click on the smail attachment in Outlook, enter their
credentials in the browser page that will open (unregistered users would need to verify their
email address), and view the email body in Seclore Secure Email Viewer.
Recipients not using Outlook can download the smail file and then double click on it.
See Accessing Protected Emails - Outlook for more details.
Tracking Emails
To track your protected emails and attachments, go to the email in your Sent Items folder
and click Track.

Seclore It!
A list of all activities performed on your emial body and attachment will be displayed.

Seclore It!
Click View more in browser at the bottom to go to the Seclore portal and view more
details.
Revoking Email Access

To revoke access to a protected email and its attachments, go to the email in your S ent
Items folder and click Revoke.
A list of people with access to the email will be displayed. Select the desired user(s) and
click Revoke.

Seclore It!
The selected user(s) will no longer have access to the email or its attachments.

Seclore It!
H o m e > Seclore It! > Protecting Downloaded Documents
Protecting Downloaded Documents
Documents downloaded from an application such as SharePoint or IBM ECM can be protected
automatically upon download.
For example, if the Seclore connector for Microsoft SharePoint has been installed on your
SharePoint server, individual SharePoint Document Libraries, Picture Libraries, Custom Lists,
or Communities can be configured for protection. All documents downloaded from such lists
will be protected just before they are downloaded. Thus, documents would be downloaded
from SharePoint in protected form only. This drastically reduces the chances of information
leakage to unauthorized parties.
Moreover, the downloaded document will have the same permissions as it had inside
SharePoint.
Every time you access the protected document, it will open with real-time permissions fetched
from the integrating application (in this case, SharePoint). Hence, if you no longer have access
to the SharePoint library the document was downloaded from, you will not be able to access
the downloaded document too.
Contact your administrator to enable this feature.

Requesting Document Access
H o m e > Requesting Document Access

If you need access to a protected document, you can request access directly from the Owner.
This section covers requesting access and approving requests:
Requesting Access
How to request access to a protected document from the Owner.
Approving and Declining Requests

How an Owner can approve and decline access requests.

H o m e > Requesting Document Access > Requesting Access
Requesting Access
This section describes how to request access to a protected document.
With Seclore Agent
if you have a Seclore agent installed and open a protected document you don't have access
to, you will be prompted to request access to it. Click Request access in the message that
appears. You can also enter a reason (optional) in the text box.
Access requests go to the File Owner and up to 10 users with the Share permission on the
document.
If your request is approved, you will receive a confirmation email:

Close the document and open it again to access it. You will be prompted to set your
password. Your email ID will be your username.
You will receive the Read permission on the document. If you need further access (editing,
printing etc.), contact the File Owner.
Without Seclore Agent
This section applies when you do not have any Seclore agent installed on your computer. The
procedure for Windows and Mac is similar.
Protected Documents
You will see the following generic template within the rendering application (e.g. Word, Excel,
Adobe Reader) when you open a protected document without any Seclore agent
installed. You may see your company logo in this template. The actual contents of the
document are encrypted and hidden behind this buffer content.

IMPORTANT: Do not manipulate or edit the buffer document.

Editing, saving, or tampering with it in any way could result in permanent damage to the
original document content.
Click on the link inside the document and then close it. The Seclore Start page (see below) will
appear in the browser. On iOS and Android devices, you will be directed to the iTunes App
Store and the Google Play Store respectively.

Click View in your browser to view the document online in the browser. Click View on your
device to download the Seclore agent and view the document locally.
Requesting Access
If you choose to view the document in your browser, you will be asked to enter your email ID
or log in using Google. If you opted to download the agent, this page will be displayed
immediately after you run the Seclore setup.
Enter your email ID and click Proceed. Click Continue with Google to sign in with your

Google ID.
You will be asked to verify your email ID. Enter the received security code and click Proceed.
The Request Access screen will be displayed. Click Request access to request access to the
document. You can also enter a reason (optional) in the text box.
You will receive an email notification when the File Owner approves your request.

You can now open the document by dragging and dropping it into the View in your
browser section on the page you visited earlier:
The document will directly open in the browser itself.

"HTML-wrapped" Protected Documents
"HTML-wrapped" documents will open in the browser when you double click on them. Follow
the steps shown above to request access.
Requesting Email Access
To request access to protected emails, click Request Access as shown below. This option will
appear only if you have a Seclore agent installed.
This option applies only to the protected email body. To request access to the attachments,
download them on your computer, open them, and click Request Access as shown above.
See Accessing Emails - Outlook for more details.

H o m e > Requesting Document Access > Approving and Declining Requests
Approving and Declining Requests
Approve Access
If a user receives a protected document owned by you (or a document on which you have the
Share permission), they may request you for access to it.
In such cases, you will receive an email like the one shown below.
To approve the request, click Approve. You may be asked to log in.
The user will receive the 'Read' permission on the document and will not be able to edit or
print it. You can undo your decision within 30 seconds:

If you wish to assign additional permissions to the user (apart from Read), such as Edit and
Print, click View File Permissions.
Decline Access
If you wish to deny the request, simply ignore the email. The user will not receive any
notification and will not be able to open the document. Note that other users with the Share
permission may have approved the request.

Accessing Protected Documents
H o m e > Accessing Protected Documents

This section deals with opening protected documents on different platforms.
Accessing Documents on Windows

To open protected documents on Windows, you need Seclore Lite for Windows or the
Seclore Desktop Client.
Accessing Documents on Mac

To open protected documents on your Mac, you need Seclore Lite for Mac. You can
install it without administrative privileges.
Accessing Documents on iOS Devices

Install the free Seclore iOS app to open protected documents on your iPhone or iPad.
Accessing Documents on Android Devices

Install the free Seclore Android app to open protected documents on your Android
phone or tablet.
Accessing Documents Online

If you do not wish to install any software on your computer, you can view protected
documents using Seclore Lite Online, a secure online web viewer. This applies to
protected email attachments too.
Accessing Emails from Outlook

You can read and reply to protected emails from Outlook itself. And if you don't have a
Seclore agent installed, you can still access the email body and attachments in your
browser.

H o m e > Accessing Protected Documents > Windows
Windows
Protected documents can be opened in Windows using either Seclore Lite for Windows or the
Seclore Lite for Windows
Installing Seclore Lite for Windows
Open the desired protected document. You will see the message below with your company
logo and a link:
Click the link to proceed. The following page will open in the browser.

Click on the download icon under View on your device to download the Seclore agent. You
can install it without administrative privileges.
You can now open the document if the protector (Owner) has given you access (see
Protecting Documents on Windows).
If you are not registered or do not have access, you can request access from the File Owner
(see Requesting Access).
You can also open the document online. Upload the document in the box below View in your
browser and the document will open after you verify your email ID. See Opening Documents
Online for more details.
Opening Protected Documents

If you have Seclore Lite installed, you can simply double click on the document to open it.

A helpful permission widget will appear at the bottom right listing protection details. Click on
the S icon to view the File Owner and your document permissions.
PDF Annotation
PDF documents can be annotated in Seclore Lite for Windows and saved - if you have the Edit
permission on them.
Supported Formats
Seclore Lite for Windows supports the following formats:

doc, docx, docm, xls, xlsx, xlsm, xlsb, ppt, pptx, pptm
pdf
csv, rtf, txt
odt, ods, odp
Seclore Desktop Client
You can also install the Seclore Desktop Client, which requires administrative access to install.
This agent supports all formats, including rare formats such as AutoCAD and SOLIDWORKS

documents.
Offline Access
Accessing a protected document offline requires the Offline permission on the document.
This is part of the 'Read' permission group by default.
Opening HTML Documents
You may receive protected documents in HTML format via a protected email (see Protecting
Emails).
If you do not have the agent installed, double click on the document and follow the
instructions on the screen. See Opening Documents Online for details.
If you have the agent installed, download the HTML document and double click on it - it will
open in the native application directly. If you are using Outlook, you can also open it by double
clicking the attachment as shown below.

H o m e > Accessing Protected Documents > M a c
Mac
With Seclore Lite for Mac
You can open protected documents on your Mac by installing Seclore Lite for Mac.
Administrative privileges are not required to install it.
Note: After installation, you will be prompted to select SecloreLite.app as the default browser.
Choose Seclore if you wish to open protected "wrapped" HTML documents. See the
section Opening HTML Documents below for more details.
Microsoft Office documents will open in Microsoft Office 2016 for Mac. Other documents will
open in Seclore Lite.
When you open a protected document for the first time, you will be prompted for your
username and password. Once you log in, you won't need to log in again for a very long time.
The protected document will open with a watermark as shown below.

A helpful permission widget will appear at the bottom right listing protection details. Click on
the S icon to view the File Owner and your document permissions.
Supported Formats
Protected documents of the following formats can be opened on a Mac:

doc, docx, xls, xlsx, ppt, pptx
pdf
csv, rtf, txt
Accessing HTML Documents
You may receive protected documents via the Seclore Email Protector in HTML format.
Download the HTML document and double click on it. If you have a Seclore agent installed,
you will not see the html extension. You will see the document as a normal document of the
original extension (docx in the above example). Simply double click on it as usual to open it.
If you do not wish to install the agent, you can also view an html document online. Simply
double click on the html document and follow the instructions. See Opening Documents
Online for more details.
Without Seclore Lite for Mac
If you do not have Seclore Lite for Mac installed, the following message will be displayed inside

the application when you open a protected document:
Click on the link and follow the steps in Opening Documents on Windows. If you receive an
HTML "wrapped" file, simply double click on it and follow the instructions. See Accessing
Documents Online for more details.

H o m e > Accessing Protected Documents > i O S
iOS
Installing Seclore Lite for iOS
Click here to download Seclore Lite for iOS or simply search for 'Seclore' in the app store.
You can also open any protected document and click on the link inside it.

You will redirected to the Seclore app page on the iOS App Store shown above.
Opening Protected documents on iOS
Tap the desired protected document or email attachment:
In the displayed template, tap the 'Open With' button in the top right corner and select
Seclore Lite. If prompted, enter your login credentials on the next screen.

The document will be displayed with a watermark containing the username and the current
date and time:

A list of recently opened documents will be available in the app. You can open previous
documents directly from the list.
Formats Supported
The following formats are supported by Seclore Lite for iOS:

pdf
csv, txt, rtf
Offline Access
Offline access is not supported. You have to be connected to the Policy Server every time you
open a protected document.

H o m e > Accessing Protected Documents > A n d r o i d
Android
To view a protected document on your Android device, you need Seclore Lite for Android.
Click here to install it.
OR
You can also open any protected document and click on the link inside it to go to the same
page.
Opening Protected Documents
Open the desired protected document or email attachment.

Select Open with Seclore Lite as shown below and enter your username and password.
Once you log in, you won't need to log in again for a very long time.
The document will be displayed with a watermark:

A list of recently opened documents will be available in the app. You can open documents
directly from this list.

Supported Formats
The following formats are supported by Seclore Lite for Android:

pdf
txt, rtf
odt, ods, odp
Offline Access
Offline access is not supported. You have to be connected to the Policy Server every time you
open a protected document.

H o m e > Accessing Protected Documents > Online
Online
Opening an HTML "wrapped" Document
You may receive a protected document in which the html extension is appended to the
original document name i.e. Proposal.docx has been changed to Proposal.docx.html.
Such documents can be opened directly in the browser without installing any local software.
Double click on the HTML document. The following message will be displayed in your
browser.

Click Open it now! Enter your email ID on the next screen and click Proceed. A security code
will be sent to your email ID for verification. Enter the security code on the next page.
Once your email ID has been verified, the document will open in the browser.
Click Open this document on your device at the top right corner to download the Seclore
agent. Click the blue download button at the bottom right to download the document after
you are done editing (if you have Edit permissions).
If you do not have the Edit permission on the document, you will still be able to perform basic
operations such as content search, and sorting and filtering (for Excel documents).
From the Seclore Portal
In order to view a protected document from the Seclore portal, you need to know the URL of
the server that the document was protected with. If you do not know this, contact the File
Owner.

To view a document using Seclore Lite Online, follow the steps given below.
1. Log in to your Policy Server portal.
2. Click on the Lite Online tab.
3. Drag the protected document to the screen and drop it anywhere inside the dotted line
as shown below. You can also upload the document manually by clicking Select File.
The document will open in your browser.
Accessing txt Documents
You may be asked to choose your encoding when opening a txt document:

Just click O K on the default encoding (UTF-8) to open the document.
If Only the Online Viewer is Available
If your organization has deployed only the Seclore Lite Online Viewer and not the Editor, or if
your browser is not supported by the Editor, all supported documents will open in the Viewer
only.
Supported Browsers
The following browsers are supported:

Lite Online Editor
Internet Explorer 11 and higher.
Chrome, Firefox, Safari (latest two versions)

Lite Online Viewer

Internet Explorer 8 and higher
Chrome, Firefox, Safari (latest two versions)
Supported Formats
The following formats are supported by Seclore Lite Online.
Lite Online Editor Lite Online Viewer
Editable Non-editable* Viewing only

docx, xlsx, odt, ods, odp,
pdf,
Formats pptx, png, bmp, jpeg, jpg,
doc, xls, ppt
txt, rtf, csv gif, tiff, tif
*These formats cannot be edited, but basic operations such as content search (pdf and xls) and sorting and filtering (xls) can
still be performed.

H o m e > Accessing Protected Documents > Emails ‐ Outlook
Emails ‐ Outlook
Accessing Email Content - With Seclore Agent
If you have a Seclore agent installed, the content of the protected email body appears within
Outlook itself. Additionally, a watermark appears if you are using Seclore Lite for Windows.
You can reply to this protected email from Outlook itself. If you want the reply to also be
protected, click Seclore It! in the toolbar before clicking Send.

To access attachments, double click on them within Outlook or download them on your
computer and open them as usual.
Accessing Email Content - Without Seclore Agent
The content of the protected email body will be transferred to a secure email file (with
extension smail) that can only be opened by Seclore's Secure Email Viewer.
This smail document is also "wrapped" in HTML format as explained above for ease of use.
The recipients can simply double click on the smail attachment in Outlook, enter their
credentials in the browser page that will open (unregistered users would need to verify their
email address), and view the email body in Seclore Secure Email Viewer.
Recipients not using Outlook can download the smail file and then double click on it to open it
in the browser.

To access protected attachments without a Seclore agent, download them on your computer
and open them as usual. See Access Protected Documents Online for more details.
Requesting Access
If you wish to request access to an email, simply click Request Access in the yellow toolbar
above the email content. This bar will appear only if you have a Seclore agent installed.
You will receive an email notification when the Owner (sender) approves your request.
Note that this request applies only to the email body and not the attachments. To request
access to the protected attachments, download them, open them as usual to view the
Request Access prompt. See Requesting Document Access for more details.

Working with Excel Documents
H o m e > Working with Excel Documents
To preserve data security and integrity, certain features of Excel documents may not work as
expected. This section contains a list of expected behaviors for Seclore Lite for Windows and
Seclore Lite for Windows
Formats /
Sr. No. Category Expected Behavior
Applications
Workbook sharing is disabled for protected
1 All / All Workbook sharing
documents.
Pivot tables are available only if the user has the Full
2 All / All Pivot tables
Control permission on the document.
For unprotected documents, Microsoft Office

password protection is disabled in Excel if a protected
document was opened first. It remains disabled even
Password protection for
3 All / All after the protected document is closed.
unprotected documents
If an unprotected document is opened first, Office
password protection can be performed from the
Save As screen.
When two Excel sheets are linked via a formula, the

4 All / All Excel linking linked document should be open and the user
should have the Full Control permission on it.
All /
New filters cannot be added unless the user has the
Microsoft Excel
5 Adding new filters Full Control permission on the document. Existing
2010, 2013,
filters can still be used.
2016
All /
The features under the Get & Transform group on
6 Microsoft Excel Get & Transform
the Data tab are disabled for protected documents.
2016
All /
7 Microsoft Excel 3D Maps This feature is disabled for protected documents.
2016
All /
The Power BI service is disabled for protected
8 Microsoft Excel Power BI
documents.
2016

Seclore Desktop Client
Sr.
Category Expected Behavior
No.
The old Excel 2003 shortcuts are disabled due to security

1 Old Excel 2003 shortcuts reasons. However, all new shortcuts provided in Excel 2007
and above can be used to achieve the same results.
Comparing and Merging Comparing and Merging workbooks is allowed only if you
2
workbooks have the Full Control permission on all open workbooks.
You can add pivot tables or charts in a protected workbook

only if
a﴿ You have the same permissions on all open protected

3 Pivot Tables and Charts
documents
b﴿ If only one document is open, then you need the View

permission on it
Linking ﴾in a formula﴿ to a protected document from an

Linking documents:
4 unprotected documents is allowed only if you have the Full
Unprotected to Protected
Control permission on the protected document.

Linking ﴾in a formula﴿ to a protected document from another

protected documents is allowed only if
a﴿ You have the Copy Data permission on the linked

Linking documents: ﴾data﴿ document
5
Protected to Protected b﴿ You have the same or less access permissions on
the main ﴾referring﴿ document than on the linked
﴾data﴿ document
c﴿ Both documents are protected with the same Policy
Server
Often a protected Excel document contains a formula that

refers to another protected Excel document. When opening
the main document, the user gets a Seclore prompt asking
him to choose whether to update the links or not.
If the user chooses 'Yes' and has valid access ﴾i.e. View and
Copy Data permissions﴿ on the linked document, the data will
6 Forced updating of links get properly updated in the main document. If he doesn't
have access, the links will be broken and the documents will
open in read‐only mode.
This is to ensure that proper security is maintained while

ensuring usability i.e. data can be taken out of a linked
document only if the user has appropriate permissions on it.
The workbook sharing feature is not available for protected

7 Workbook sharing
documents due to security reasons.
Moving or copying a sheet from a protected document to any

8 Moving or Copying sheets other document is allowed only if you have the Full Control
permission on the source document.
For security reasons, making copies of worksheets within the

same workbook requires the Full Control permission.
Copying worksheets within a
9 This action is blocked because a worksheet can be pasted to
workbook
any external insecure location once it is been copied to the
clipboard.
Excel Shortcuts
Microsoft has discontinued support for Office 2003. For the Seclore Desktop Client, some
shortcuts from Excel 2003 may not be supported. However, newer shortcuts of the same

functionality (see table below) will continue to work as normal. Seclore Lite for Windows
supports both shortcuts.
Old Shortcut Functionality NEW Shortcut
Alt + D + F + F Filter Data Alt + A +T
Alt + D +S Sort Data Alt + A + S + S
Alt + D + P Create Pivot Alt + N +V + T
Alt + O + E Format cell Alt + H + F + M
Alt + E + S Activate ‘Paste Special Box’ Alt + H + V + S
Alt + I + R Insert new row in worksheet Alt + H + I + R
Insert new column in

Alt + I + C Alt + H + I + C
worksheet
Alt + I + F Insert new function Alt + M + F
Alt + E + M Edit, Move or Copy Sheet Alt + H + O + M
Alt + O + R + E Format Row Height Alt + H + O + H
Alt + O + C + W Format Column Width Alt + H + O + I

Tracking Protected Documents
H o m e > Tracking Protected Documents

This section deals with tracking and searching for activities performed on your protected
documents.
Activity Alerts
You will receive email alerts for activities performed on your documents.
Searching for Activities

You can also search for all activities performed on your protected documents using
various search filters.
Viewing all Activities on a Document

You can view all activities performed on any document you have protected.

H o m e > Tracking Protected Documents > Activity Alerts
Activity Alerts
You will receive two types of email notifications for activities performed on your protected
documents:
Alerts on Unauthorized Activities: An instant email alert for any unauthorized
activity
Daily Digests: A daily digest summarizing the day's activities on all your documents
Alerts on Unauthorized Activities
You will get an email alert instantly for every unauthorized activity performed on your
documents. The email looks like this:
You can also change the permissions on the document by clicking on the link in the email.

To see all activities performed on the document, click on the document name.
Daily Activity Digests
A daily email will also be sent to you summarizing the day's activities on all your
documents. Unauthorized activities will be shown first.

Note that the Email Activity Alerts feature works only for documents protected manually on
Windows and Mac - and not for documents protected with a Hot Folder or by downloading
from an application.

H o m e > Tracking Protected Documents > Searching for Activities
Searching for Activities
You can view all activities performed on your documents from the Policy Server portal.
Click Activities and use the options on the left pane to search for the activities of your
choice.
The search results will be displayed in the center pane.


H o m e > Tracking Protected Documents > Viewing all Activities on a Document
Viewing all Activities on a Document
Right click on the document and click Track and Manage.
If you are the File Owner, the window shown below will be displayed.

Click More Details to view the activities on this document.

Managing Protected Documents
H o m e > Managing Protected Documents
This section explains how to manage and track your protected documents and user activities.
It covers the following topics.
Viewing Document Details

How to view details of a protected document.
Unprotecting Documents
How to unprotect a protected document.
Changing Document Permissions

How to change permissions of a protected document.
Transferring Document Ownership

How to transfer the ownership of a protected document to another user.
Unlocking the Device Lock

How to unlock a document from a device so that it can be opened on another device.
Searching for Documents

How to search for documents you have protected.
Revoking Access
How to revoke access of a particular user or group to one or more documents.

H o m e > Managing Protected Documents > Viewing Document Details
Viewing Document Details
Right click on any protected document and click on Track and Manage.
Different screens are displayed depending on whether you are the Owner, an authorized user,
or an unauthorized user.

For File Owners
For File Owners, document details and a summary of activities are displayed.
Click View Permissions to view the permitted users and their permissions on the document.
Click More Details to open more details about the document and the activities in your
browser.

For Other Users
For authorized users, permissions and document details are displayed.
For authorized users with the Share permission, a View Permissions button is additionally
displayed to view or change permissions.

For unauthorized users, a Request access button is displayed to request access directly
from the Owner.
See Requesting Document Access for more details.

H o m e > Managing Protected Documents > Unprotecting Documents
Unprotecting Documents
Unprotecting a protected document removes all Seclore protection from it. You can
unprotect a document if:
a) You are the Owner
OR
b) You have the Full Control permission
To unprotect a document, right click on the document and select Advanced >
Unprotect. This feature is available for both Windows and Mac.
A success message will be displayed.

The activity of unprotecting a document is logged on the Policy Server.
If you try to unprotect a document and you are not the file owner or an authorized user with
the Full Control right, a failure message will be displayed. The activity will be logged as an
unauthorized unprotect attempt. The logs are visible to the File Owner and selected
administrators.
To unprotect multiple documents, select all the desired documents, right click on any
document, and select Advanced > Unprotect. All protected documents inside a folder can
also be unprotected this way.

H o m e > Managing Protected Documents > Changing Document Permissions
Changing Document Permissions

Owners and users with the special 'Share' (redistribute) permission on a protected document
can also give other users permissions on it.
Right click on the desired document and click Track and Manage.
You can change the desired parameters in the next window. You can add/remove users or
permissions on this screen. See Seclore It! for more details.

You can change a document's permissions even if you do not have access to it. Search for the
desired document, and then click against its row to the extreme right for the same window
shown above.

H o m e > Managing Protected Documents > Transferring Ownership
Transferring Ownership
If you wish to transfer ownership of your document to another user, you can use the
Transfer Ownership option.
Only the document owner or OU Administrator can transfer the ownership of a document.
Owners possess the following privileges on their documents:

Full Control (i.e. the ability to unprotect his/her copy of the document) and Share
permissions
Access to activity logs and activity alerts
Access to document details
To transfer the ownership of a document, search for it, check the box against the document
name in the search results, then click Actions at the top, and click Transfer Ownership.
In the Transfer Ownership window, select the new owner and click Transfer.

The ownership of all selected documents will be transferred to the new Owner.

H o m e > Managing Protected Documents > Unlocking the Device Lock
Unlocking the Device Lock

Search for the desired document (see Searching for Documents) and click on the document
name in the search results.
In the File Profile page, click the More drop-down menu and then click Reset Lock.
Select the desired users and click Reset Locks.


H o m e > Managing Protected Documents > Searching for Documents
Searching for Documents

To search for documents that you have protected, click Files and enter the desired search
criteria on the left pane.
Similar to Searching for Activities, the search results will appear in the center pane.
You can now either click on a document to go to its Details page (see Viewing Document
Details) or select document(s) and then click the Actions drop-down menu for additional
options. Click the to the right of a document to view its permissions.

H o m e > Managing Protected Documents > Revoking Access
Revoking Access
As a File Owner, you can revoke access of a particular user (or group) to multiple protected
documents simultaneously. This is useful when a user leaves the team and his access to all
protected content needs to be revoked immediately.
Search for the desired document(s) (see Searching for Documents), check the box against
them in the search results, then click Actions at the top, and click Revoke Access as shown
below.
In the Revoke Access window, select the user or group and click Revoke.

This user's access on all selected documents will be revoked.
Access given via the following means will not be revoked:

Policies
Groups
Hot Folders
Integrated Applications
Only permissions given directly (via the 'Recipients' tab on the Protection screen - see
Protecting Documents) will be revoked.

H o m e > Managing Protected Documents > Replacing Users
Replacing Users
As a document owner, you can 'replace' a user with another user i.e. you can transfer all
permissions of one user to another user. The original user will lose all access to those
documents. This is useful when a member of a team is replaced with someone else.
them in the search results, then click Actions at the top, and click Replace User as shown
below.
In the Replace User window, select the two users (old and new) and click Replace.

All permissions of the old user will be moved to the new user and the old user will lose all
access to the selected documents.
The ownership of documents owned by the old user will also be transferrred to the new user.
Permissions given via the following means will not be transferred:
1. Groups (i.e. if the old user is part of a group that has permissions on a document)
2. Policies (i.e. if the old user is part of a policy that is applied on a document)
3. Hot Folders
4. Integrated applications
Only permissions given directly (via the 'Recipients' tab on the Protection screen -
see Protecting on Windows) will be replaced.

H o m e > Managing Protected Documents > Replicating Users
Replicating Users
As a document owner, you can 'replace' a user with another user i.e. you can transfer all
permissions of one user to another user. The original user will lose all access to those
documents. This is useful when a member of a team is replaced with someone else.
them in the search results, then click Actions at the top, and click Replicate User as shown
below.
In the Replicate User window, enter the two users and click Replicate.

All permissions of the old user will be copied to the new user. The old user will continue to
retain his/her permissions.
If the old user is the Owner of a document, the new user will receive Full Control
permission on it. The old user will continue to be the Owner. This is because one document
can have only one Owner.
Permissions granted via the following means will also be replicated to the new user:
1. Groups (i.e. if the old user is part of a group that has permissions on a document)
2. Policies (i.e. if the old user is part of a policy that is applied on a document)
3. Hot Folders
4. Integrated applications

Troubleshooting and Expected Behavior
H o m e > Troubleshooting and Expected Behavior

In rare cases, behavior of protected documents may be different than that of unprotected
documents. This is mainly due to the heightened security in effect for protected documents.
Certain features may be disabled to disable security loopholes in the application.
This section lists a few cases of expected, non-standard behavior and ways to resolve such
issues. To save time, you can try the solutions listed here before contacting IT Support. For
issues regarding only Excel documents, see Working with Excel Documents.
General
General behavior and limitations of Seclore components
Desktop Client
Common issues in the Seclore Desktop Client
Lite for Windows

Common issues in Seclore Lite for Windows
Email Protector
Common issues while protecting emails.
Lite for Mac

Common issues in Seclore Lite for Mac

H o m e > Troubleshooting and Expected Behavior > General
General
The general limitations and expected behavior - applicable to all Seclore products - are listed
below:
Maximum document size: Documents up to 250 MB can be protected successfully.

Larger documents require more resources. Protecting documents larger than 900 MB is
not recommended.
Copy Data and Macro activities not logged: Due to technical limitations of Windows
programming interfaces, it is not feasible to log Copy Data and Macro activities
accurately. However, these controls will still remain in effect.
Opening protected documents online: Protected documents cannot be opened in

the browser directly (e.g. from a web application or intranet) since they are encrypted .
The documents need to be downloaded and then opened locally or in Seclore's online
viewer/editor. See Accessing Protected Documents for more details.
[Microsoft Office] Embedding an unprotected document inside a protected

document: Embedding an unprotected document inside a protected document is
possible only if the user has the Full Control permission on the protected document
[Microsoft Office] Embedding a protected document: A protected document

cannot be embedded inside any document.

H o m e > Troubleshooting and Expected Behavior > Email Protector
Email Protector
The Seclore Email Protector is a Seclore add-in for Outlook and Outlook on the web (also
called Outlook Web Access) that is installed with both the Seclore Desktop Client or Seclore
Lite for Windows. Depending on your client, run the Detect and Repair tool or repair your
installation if you encounter any problems. If the problem persists, go through the list below
to check if your issue is listed.
Outlook on the web
The table below lists the common issues and expected behavior encountered while using the
Seclore add-in for Outlook on the web.
Sr. No. Browser Category Behavior
No option to protect the email body is

1 All Cannot protect body
available.
Documents uploaded directly to the

Outlook compose section – and not to
Uploading documents
the Seclore plugin ‐ will be sent without
2 All directly to Outlook
protection. Only documents uploaded to
compose window
the Seclore plugin pane to the right will
be protected.
Only documents added to the Seclore

add‐in window to the right will be
Outlook Send button
protected and sent with the email.
3 All does not send protected
Documents attached directly in the
attachments
Outlook compose section will not be
protected before being sent.
Mobile browsers are currently not

4 Mobile browsers Mobile browser support
supported

HTML "Wrapping"
If external recipients are sent a protected email, attachments will be "wrapped" in HTML
format. This enables such external users (who may not have a Seclore agent) to open
protected documents in the browser itself. For users who have a Seclore agent installed, the
behavior remains unchanged and the html extension will not be displayed at all. See
Protecting Emails and Accessing Documents Online for more details.
The following table lists common issues encountered during "wrapping" protected
documents in HTML format while protecting emails.
Choosing the Print option from the right‐click

context menu will print the HTML cover file
Right click > Print
contents ﴾with the Open it now! button﴿ and
not the actual file.
Since the extension changes after wrapping,

Cell references and links this problem may occur. It can be solved by
to files not working installing the Seclore agent and opening and
saving the file once.

H o m e > Troubleshooting and Expected Behavior > Desktop Client
Desktop Client
This section lists easy ways to solve problems in your Seclore Desktop Client installation. It is
recommended to go through the sections below before contacting IT Support.
Detect and Repair
A built-in easy-to-use tool that can repair most issues with a single click.
Expected Behavior
A list of known issues and expected behavior encountered in the Seclore Desktop Client.

H o m e > Troubleshooting and Expected Behavior > Desktop Client > Detect and Repair
Detect and Repair
Seclore Desktop Client has a built-in Detect and Repair tool that will run every time you restart
your computer or log off and log in.
It is recommended to run this tool at least once before contacting IT Support. If running this
tool does not solve your problem, run it with administrative privileges or restart your
computer. If the problem still persists, see Expected Behavior or contact IT Support.
Before running Detect and Repair, ensure that none of the following applications are running:
Microsoft Office, Excel, PowerPoint, and Outlook
FIEdi (FileSecure Image Editor)
SciTE
Any OpenOffice application
The OpenOffice Quickstarter (right click on the QuickStarter icon in your Windows
system tray and click Exit QuickStarter).
Click on the Seclore lock icon in the system tray. In the Desktop Client window, click Help >
About FileSecure.

Click on the FileSecure Tools tab and Detect and Repair.

Ensure that none of the listed software are running and click O K.
While the Detect and Repair process is running, you might see various progress bars,
messages and windows on the screen. Do not attempt to close or interfere with them.
When the process is complete, a report will be displayed:

Administrative privileges are required to repair some aspects of your system. Other aspects
should be repaired successfully. Click O K to close the window.
If you continue to experience problems even after running the tool, contact your local
administrator to run it with administrative privileges.

H o m e > Troubleshooting and Expected Behavior > Desktop Client > Expected Behavior
Expected Behavior
This sections lists some common issues encountered while using protected documents with
the Seclore Desktop Client. If you encounter an issue, run the Detect and Repair tool. If the
problem persists, go through the list below to check if your issue is listed.
General
Due to technical limitations of

Windows programming interfaces, it
is not feasible to log copying and
macro activities accurately. However,
1 Logging of ‘Copy Data’ activities
relevant data copying and macro
restrictions will always remain in
effect depending on user
permissions.
The red lock may sometimes not be

visible for large documents shared
over the network. The display of the
red lock icon depends on the
2 Red Lock for network documents
network speed and latency. However,
protected documents remain
protected at all times even if the red
lock is not visible.
Microsoft Office

For security reasons, the Office clipboard is disabled

when the Seclore Desktop Client is installed. However,
the regular system clipboard remains functional at all
1 Office Clipboard times.
Thus, the only functionality disabled is the 'multiple'

copy-paste capability that the Office Clipboard provides
in addition to the regular Windows Clipboard.
Embedding unprotected To embed unprotected documents inside a protected

2 documents inside a document, you need to have the Full Control permission
protected document on the protected document.
Embedding Protected
A protected document cannot be embedded inside any
3 documents inside another
document - protected or unprotected.
document
Due to technical limitations in MS Outlook, the overlay

is not visible for protected email attachments. However,
4 Red Lock in MS Outlook
all protected attachments still remain protected at all
times.
Auto recovery and AutoSaves are disabled for all

Auto recovery and documents. This is because unprotected copies of
5
AutoSaves sensitive documents may be recovered and lead to
security risks.
Sending emails via the E m a i l button in the Quick

E m a i l via Quick Access
6 Access toolbar is not allowed as this may lead to data
Toolbar
leakage.
The Change Documents Type option is removed

Change Documents
7 from the Export tab. The S a v e A s button can instead
Type
be used to achieve the same result.
The Office S h a r e options have been blocked (only for

8 S h a r e options
protected documents) for security reasons.
Excel-specific Issues

Sr.
No.
The old Excel 2003 shortcuts are disabled due to security

1 Old Excel 2003 shortcuts reasons. However, all new shortcuts provided in Excel 2007
and above can be used to achieve the same results.
Comparing and Merging Comparing and Merging workbooks is allowed only if you
2
workbooks have the Full Control permission on all open workbooks.
You can add pivot tables or charts in a protected workbook

only if
a﴿ You have the same permissions on all open protected

3 Pivot Tables and Charts
documents
b﴿ If only one document is open, then you need the View

permission on it
Linking ﴾in a formula﴿ to a protected document from an

Linking documents:
4 unprotected documents is allowed only if you have the Full
Unprotected to Protected
Control permission on the protected document.
Linking ﴾in a formula﴿ to a protected document from another

protected documents is allowed only if
a﴿ You have the Copy Data permission on the linked

Linking documents: ﴾data﴿ document
5
Protected to Protected b﴿ You have the same or less access permissions on the
main ﴾referring﴿ document than on the linked ﴾data﴿
document
c﴿ Both documents are protected with the same Policy
Server
Often a protected Excel document contains a formula that

refers to another protected Excel document. When opening
the main document, the user gets a Seclore prompt asking
him to choose whether to update the links or not.
If the user chooses 'Yes' and has valid access ﴾i.e. View and
Copy Data permissions﴿ on the linked document, the data will
6 Forced updating of links
get properly updated in the main document. If he doesn't
have access, the links will be broken and the documents will
open in read‐only mode.
This is to ensure that proper security is maintained while

ensuring usability i.e. data can be taken out of a linked
document only if the user has appropriate permissions on it.
The workbook sharing feature is not available for protected

7 Workbook sharing
documents due to security reasons.

Moving or copying a sheet from a protected document to any

8 Moving or Copying sheets other document is allowed only if you have the Full Control
permission on the source document.
For security reasons, making copies of worksheets within the

same workbook requires the Full Control permission.
Copying worksheets within a
9 This action is blocked because a worksheet can be pasted to
workbook
any external insecure location once it is been copied to the
clipboard.
PowerPoint-specific Issues
Sr.
No.
A PPT document created in a particular version of

PowerPoint and opened (from a network folder) in a newer
Opening documents in
version opens in read-only mode. This behaviour is not
1 different application
observed when the document is opened locally or saved
versions
once and reopened. For example, a document created in
PowerPoint 2007 and opened in PowerPoint 2016 from a
network-shared folder will open in read-only mode.
Word-specific Issues

Sr. Formats /
No. Applications
Multiple documents cannot be closed by

Closing multiple
closing the main application window. Due to
1 All / Word 2013 documents
a technical limitation, every document has to
simultaneously
be closed individually.
Mail Merge operation can be performed only

if you have the Full Control permission on
both documents. The output document of a
2 All / All Mail Merge
'Mail Merge' operation performed on two
protected documents is an unprotected
document.
AutoCAD
Sr. Formats /
No. Applications
Publishing a document from the right-click

context-menu does not publish it. The
dwg, dxf Right-click context
1 document simply opens in the application
/ All menu options
when this option is used. Documents can be
published from inside AutoCAD.
All / Opening hyperlinked AutoCAD may become unresponsive while

2
AutoCAD protected documents opening a hyperlinked protected drawing.
Opening a document by double clicking on it

All / Opening documents
3 is not supported. Others means – such as the
AutoCAD 2014 by double clicking
O p e n … option in the Documents menu –
can be used to open the documents.
All /
Data Linking from
4 AutoCAD Data cannot be imported or exported from a
Excel
2014, 2016 drawing to a protected Excel documents.

All / The user is prompted to save changes while

Linked documents:
5 Autodesk Revit closing a protected base document
Save prompt
2014, 2016 containing a protected linked document. It is
recommended to click Y e s on this prompt.
If an unprotected linked document is

All / Linked documents:
unloaded, protected and reloaded while the
6 Autodesk Revit Unloading and
base document is still open, it won’t open
2014, 2016 reloading
until the base document is closed and
opened again.
Adding a protected, nested linked document

All /
Linked/nested as a new link will load only the top level link
7 Autodesk Revit
documents in the base document. The base document
2014, 2016
will need to be closed and opened again to
load all protected, nested linked documents.
While opening a protected document on

All / Alert messages for which the user has only ‘Read’ permissions,
8 Autodesk Revit Read-only an alert indicating that the document is
2014, 2016 documents “open for editing by another user” is
displayed. Click Continue: open the
documents to open the document.
All /
Closing without Revit stops functioning properly while closing
9 Autodesk Revit
saving an edited document and selecting the S a v e
2014, 2016
option.

H o m e > Troubleshooting and Expected Behavior > Lite for Windows
Lite for Windows

This section provides easy ways to solve common problems in your Seclore Lite installation. It
is recommended to go through the sections below before contacting IT Support.
Repairing Installation
Expected Behavior
A list of known issues and expected behavior encountered in Seclore Lite.

H o m e > Troubleshooting and Expected Behavior > Lite for Windows > Repairing Installation
The Repair Installation tool in Seclore Lite for Windows automatically runs every time you
restart your computer or log off and log in.
It is recommended to run this tool at least once before contacting IT Support. If running this
tool does not solve your problem, run it with administrative privileges or restart your
computer. If the problem still persists, see Expected Behavior or contact IT Support.
If you wish to run it manually, right click on the Seclore lock icon in the system tray and click
Repair installation.
Ensure that the listed apps in the next window are closed:

Your installation will start being repaired:
A report will be displayed after the process is complete:

H o m e > Troubleshooting and Expected Behavior > Lite for Windows > Expected Behavior
Expected Behavior
This section explains the expected behavior for different applications and formats when
Seclore Lite for Windows is installed. If the problem persists even after repairing your
installation, go through the list below to check if your issue is listed.
General
Formats /
Applications
If the user does not have Edit or Print

permissions on a document, related options
1 All Edit, Print controls
will be disabled in the Microsoft Office user
interface.
Printing from a VM ﴾Virtual Machine﴿ is

2 All Printing from a VM allowed only if the printer is installed inside
the VM.
When User Account Control ﴾UAC﴿ is

disabled, right‐click context menu options
All
Right‐click menu related to third‐party software ﴾including
3 ﴾Windows 8, 8.1,
with UAC disabled Seclore﴿ are not visible for administrative
and 10 only﴿
users. This is a Windows limitation and is
not related to Seclore.
Microsoft Office
Formats /
Applications
If the user does not have Edit or Print permissions

1 All / All Edit, Print controls on a document, related options will be disabled in
the Microsoft Office user interface.
Printing from a VM ﴾Virtual Machine﴿ is allowed only

2 All / All Printing from a VM
if the printer is installed inside the VM.

When User Account Control ﴾UAC﴿ is disabled, right‐

All / All
click context menu options related to third‐party
﴾Windows 8, Right‐click menu
3 software ﴾including Seclore﴿ are not visible for
8.1, and 10 with UAC disabled
administrative users. This is a Windows limitation and
only﴿
is not related to Seclore.
Protected documents cannot be saved in PDF

4 All / All Save As PDF
format.
Copying and pasting within and outside a protected

5 All / All Copy‐paste restrictions
document requires the Full Control permission.
Documents encrypted with a Microsoft Office 'Open'

Password‐protected password will not open with Seclore Lite.
docx, xlsx, pptx documents
6
/ All Documents with a 'Modify' password will function
normally. The 'Modify' password prompt will be
displayed after Seclore authentication.
Microsoft Office Seclore‐protected documents cannot be encrypted

7 All / All
password encryption with a Microsoft Office password.
Without the Edit permission, you can still change the

Printing without
8 All / All contents of the document and print it ‐ without
Edit permission
saving the document.
A protected document cannot be digitally signed

9 All / All Digital signature
using Microsoft Office.
If a protected document is saved as an unsupported

format ﴾e.g. .dotx, .xltx, .potx﴿, the new document will
Save in an unsupported
10 All / All be inaccessible. It can however be unprotected by
format
the Document Owner and any user with the Full
Control permission on it.
The New Window button in the View ribbon is

11 All / All New Window
disabled when a protected document is open.
Microsoft Office If native Office applications are not installed,

12 All / All
not installed protected Office documents will open in Seclore Lite.
doc, xls, ppt The application may hang when you attempt to edit
13 Editing charts
/ All a chart inside the document.
doc, xls, ppt Temp folder in Save As While a protected document is open, saving it will
14
/ All window bring up the Save As dialog box with the Windows
temporary folder location selected by default.

Documents of these formats are saved with a

doc, xls, ppt Hyperlinks and Cell
15 different document extension – but with the same
/ All References
document name. Thus, hyperlinks and cell references
from other documents may not function correctly.
doc, xls Documents with

16 An Office Modify password, if present, will not be
/ All Modify password
preserved when the document is saved.
All /
Microsoft Office
17 Insert Screenshot button The Insert Screenshot button in the Insert menu is
2010, 2013,
disabled when a protected document is open.
2016
All /
Sharing protected documents directly from within
18 Microsoft Office Sharing Documents
Microsoft Office is not supported and all relevant
2013, 2016
options are disabled.
All /
19 Microsoft Office Apps for Office The Apps for Office button in the Insert ribbon is
2013, 2016 disabled when a protected document is open.
All /
Inking Mathematical
20 Microsoft Office Equations This feature is disabled for protected documents.
2016
All /
The Send as Email/Fax button is disabled while a
21 Microsoft Office Send as Email/Fax
protected document is open. It is enabled again after
2007, 2013
the document is closed.
All / Macros stored inside a protected document cannot

22 Microsoft Office Running a macro be executed. Macros stored in the default template
2007 can be executed – but only if the user has Full
Excel-specific Issues

Formats /
Applications
Workbook sharing is disabled for protected

1 All / All Workbook sharing
documents.
Pivot tables are available only if the user has the Full
2 All / All Pivot tables
For unprotected documents, Microsoft Office

password protection is disabled in Excel if a protected
document was opened first. It remains disabled even
Password protection for
3 All / All after the protected document is closed.
unprotected documents
If an unprotected document is opened first, Office
password protection can be performed from the
Save As screen.
When two Excel sheets are linked via a formula, the

4 All / All Excel linking linked document should be open and the user
should have the Full Control permission on it.
All /
New filters cannot be added unless the user has the
5 Microsoft Excel Adding new filters Full Control permission on the document. Existing
2010, 2013, filters can still be used.
2016
All /
The features under the Get & Transform group on
6 Microsoft Excel Get & Transform
the Data tab are disabled for protected documents.
2016
All /
7 Microsoft Excel 3D Maps This feature is disabled for protected documents.
2016
All /
The Power BI service is disabled for protected
8 Microsoft Excel Power BI
documents.
2016
Word-specific Issues

Formats /
Applications
All /
The Tell Me box in the ribbon is disabled for
1 Microsoft Word Tell Me option
protected documents.
2016
Mail Merge and related options are disabled for

2 All / All Mail Merge
protected documents.
PowerPoint-specific Issues
Formats /
Applications
The Package Presentation for CD option is

Package Presentation for
1 All / All disabled when a protected document is open. It is
CD
enabled again after the document is closed.
If a protected document is open, the Recover

Recovering unsaved unsaved versions option ﴾under Manage versions﴿
2 All / All
versions is disabled for all documents. It is enabled again after
the protected document is closed.
Objects inside the document cannot be edited. On

double clicking an object, an error is displayed
3 ppt / All Editing objects
indicating that the source document cannot be
found.
Documents opened via hyperlinks are not supported

4 ppt / All Opening via hyperlinks
and will not display the correct document content.
Documents with Open or Documents with either an Office Open or Modify

5 ppt / All
Modify password password will not open.
All /
Microsoft The Tell Me box in the ribbon is disabled for
6 Tell Me option
PowerPoint protected documents.
2016


H o m e > Troubleshooting and Expected Behavior > Lite for Mac
Lite for Mac
This section provides easy ways to solve problems in your Seclore Lite installation. It is
recommended to go through the sections below before contacting IT Support.
Expected Behavior
A list of known issues and expected behavior encountered in Seclore Lite.

H o m e > Troubleshooting and Expected Behavior > Lite for Mac > Repairing Installation
The Repair Installation tool in Seclore Lite for Mac automatically runs every time you restart
your Mac or log off and log in.
It is recommended to run this tool at least once before contacting IT Support.
If you wish to run it manually, follow the steps below.
Go to Spotlight, start typing 'RepairInstallation', and double click on RepairInstallation.
The tool will run in the background for a few seconds and your installation will be repaired. No
screens or feedback will be visible.

H o m e > Troubleshooting and Expected Behavior > Lite for Mac > Expected Behavior
Expected Behavior
The following table lists the expected behavior for different applications and formats when
using Seclore Lite for Windows. If your problem persists even after repairing your installation,
go through the list below to check if your issue is listed.
Sr. Formats /
No. Applications
Quick Look is not supported for protected
1 All Quick Look
documents
Hyperlinks to protected documents are not

2 All Hyperlinks
supported and may not work properly.
Single sign-on via the domain (Active Directory)

3 All Active Directory SSO
login is not supported.
Logging Edit and Edit and Print activities – both authorized and
4 All
Print activities unauthorized attempts – are not logged.
Printing using the Finder > Print option is not

5 All Finder > Print supported for unprotected documents and
documents with Print permission.
SharePoint / Opening protected documents from within

6 All
OneDrive SharePoint or OneDrive is not supported.
Protected documents are printed without a

7 All Printing
watermark.
When a new Excel document is created from an

open, protected Excel document by using File >
New Excel file
New, the Seclore widget and watermark will
8 xls, xlsx opened from inside
appear on it. The widget will display the
Excel
Permissions and Owner of the open protected
document.
Documents with embedded HTML objects are not

doc, docx, xls, Embedded HTML
9 supported and may not be displayed properly after
xlsx, ppt, pptx, objects
protection

H o m e > Troubleshooting and Expected Behavior > Lite Online
Lite Online
This section lists the common issues encountered while accessing a protected document
online.
Viewer
Common issues encountered with the Seclore Lite Online Viewer.
Editor
Common issues encountered with the Seclore Lite Online Editor.
Seclore Lite Online comes in two variants: the Viewer and the Editor. The Viewer supports
viewing only and the Editor supports viewing and editing both.
Formats Supported
If Only Viewer Deployed
If your organization has only the Viewer deployed, documents of the following formats can be
viewed:
Viewer
docx, xlsx, pptx,

doc, xls, ppt,
pdf,
Formats
txt, rtf, csv,
odt, ods, odp,
png, bmp, jpeg, jpg, gif, tiff, tif
If Both Viewer and Editor Deployed
If your organization has both the Viewer and the Editor deployed, documents will open in
either the Viewer or the Editor according to the table below:
Editor
Viewer
Editable Non‐editable*

docx, xlsx, pptx, pdf, odt, ods, odp,

Formats
txt, rtf, csv doc, xls, ppt png, bmp, jpeg, jpg, gif, tiff, tif
*Content search (for pdf and xls) and filtering and sorting (for xls documents) can be performed in the
Editor.

H o m e > Troubleshooting and Expected Behavior > Lite Online > Viewer
Viewer
This section lists the expected behavior and common issues encountered when opening a
document in the Seclore Lite Online Viewer.
Microsoft Office
Sr. No. Format Category Expected Behavior
Smart art, Word Art, and shapes may not be

1 All Smart Art
displayed properly.
2 All Clicking on objects Inserted objects are converted to images.
Documents protected with an MS Office Open

3 All MS Office password
password cannot be opened.
The maximum document size supported by

4 All Document size limit
Seclore Lite Online is 20 MB.
Large Excel documents with numerous columns

5 xls, xlsx Large documents
may not be displayed properly.
Charts inside Excel documents may not be

6 xls, xlsx Charts
displayed properly.
Hyperlinks in PowerPoint ﴾*.ppt﴿ documents may

7 ppt Hyperlinks
be displayed in plain text or not displayed at all.
OpenOffice

1 All Charts and shapes Charts and Shapes may not be displayed properly.
2 All OpenOffice clipart Clipart may not be displayed properly.
Charts, Shapes, Smart Art, Word Art, Comments,

3 odp Embedded objects Annotations, Symbols, Inserted objects, Tables and
Hyperlinks may not be displayed properly.
4 odt Hyperlinks Hyperlinks appear as plain text and are not clickable.

H o m e > Troubleshooting and Expected Behavior > Lite Online > E d i t o r
Editor
The table below lists the expected behavior and common issues encountered when opening a
file in the Seclore Lite Online Editor.
OLE Embedded objects within documents are shown

as images instead of objects.
1 All OLE embedded objects Editing and saving such documents would lead to
conversion of such objects to image format and
subsequent loss of object properties.
Hyperlinks are not clickable when the document is

2 All Hyperlinks
saved.
Comments will not be displayed and will not get

3 All Comments dropped
saved on saving the document.
Users cannot Copy Data out of a document even if

they have Copy Data permission.
4 All Copying data
Copying and pasting within the document is allowed
using the right‐click options available in the Editor.
If the document extension is in capital letters, the

Extension in capital
5 All document will not open. You can always change the
letters
extension and open the document.
The maximum document size supported by Seclore

6 All Document size limit
Lite Online is 20 MB.
For documents with an Open password, the user will

be prompted for the password before the document
opens. When the document is saved, the password
will be dropped and the document will no longer
All ﴾except Password‐protected remain password protected ﴾but Seclore protection
7
pdf﴿ documents will remain﴿.
For documents with a Modify password: the user will

never be prompted for it. The Modify password will
be dropped from the document when it is saved.

If pptx documents with ‘Notes’ for slides are edited

8 pptx Documents with ‘Notes’
and saved, content in the Notes are not retained.
Text entered in any font except Arial changes to Arial

9 txt Text with non‐Arial fonts after pressing Enter.
This occurs only in Internet Explorer 11.
If a user pastes some text and then increases its font

size, and then pastes more text in the same line with
Text with different font a smaller size, the larger‐size text becomes
10 rtf
sizes unreadable.
This occurs only in Internet Explorer 11.

Index

Seclore End User Guide

Uploaded by

Copyright:

Available Formats

Seclore End User Guide

Uploaded by

Document Information

Original Description:

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Seclore End User Guide

Uploaded by

Copyright:

Available Formats

Seclore User Guide

© Seclore Technology Pvt. Ltd. All rights reserved.

Chapter 2: Seclore It! 7

Chapter 3: Requesting Document Access 25

Chapter 4: Accessing Protected Documents 35

Chapter 5: Working with Excel Documents 59

Chapter 6: Tracking Protected Documents 63

Chapter 7: Managing Protected Documents 71

Chapter 8: Troubleshooting and Expected Behavior 91

Home > Getting Started

Seclore Rights Management

Seclore It! Requesting Accessing Working with If you need more

© Seclore Technology Pvt. Ltd. All rights reserved. 1

H o m e > G e t t i n g S t a r t e d > What is Seclore?

Seclore Rights Management

© Seclore Technology Pvt. Ltd. All rights reserved. 2

Seclore protection has the following properties:

Persistent Protection: Protected documents stay protected wherever they go - even

Granular Security: Granular permissions can be defined on documents, such as

© Seclore Technology Pvt. Ltd. All rights reserved. 3

H o m e > G e t t i n g S t a r t e d > How it Works

Seclore protection works as follows:

3. The document stays protected wherever it goes. The medium of transmission or

© Seclore Technology Pvt. Ltd. All rights reserved. 4

© Seclore Technology Pvt. Ltd. All rights reserved. 5

H o m e > G e t t i n g S t a r t e d > What you Need

What you Need

Seclore Policy Server

Seclore Desktop Client Windows Yes

Seclore Lite for Windows Windows No

Seclore Lite for Mac Mac No

Seclore Lite for iOS iOS ‐

Seclore Lite for Android Android ‐

Seclore Lite Online Web ‐

© Seclore Technology Pvt. Ltd. All rights reserved. 6

H o m e > Seclore It!

Protecting Documents on Mac

Protecting Documents with "Hot" Folders

Protecting Documents Downloaded from Applications

© Seclore Technology Pvt. Ltd. All rights reserved. 7

H o m e > Seclore It! > Protecting on Windows

To protect a document, simply right click on it and click Seclore It!

© Seclore Technology Pvt. Ltd. All rights reserved. 8

The various permissions available are described in the table below.

Permissions What recipients can do

Read Open and read the document on any computer,

Edit Edit the document and save it

Print Print the document

Full Control Open, edit, print, and unprotect the document

Share Give permissions on the document to others

Set Expiry Set an expiry date for the document

© Seclore Technology Pvt. Ltd. All rights reserved. 9

© Seclore Technology Pvt. Ltd. All rights reserved. 10

All activities performed on this document will be logged, including attempts

Copies of a Protected Document

Protecting Multiple Documents Simultaneously

© Seclore Technology Pvt. Ltd. All rights reserved. 11

© Seclore Technology Pvt. Ltd. All rights reserved. 12

H o m e > Seclore It! > Protecting on Mac