Q: Editing safedrops

||| To edit a safedrop, go to your SENT safedrops, click the three dots, and choose EDIT ✏️ <img src="https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_14ko4kx.png" alt="Edit menu for safedrop v2" /> Here you can <ul> <li>change the subject</li> <li>change the main message and encrypted message</li> <li>change recipients</li> <li>add and delete files</li> <li>change expiry</li> </ul>

Question 1

How to Set Up MFA on safedrop

Accepted Answer

What is it?

Multi-Factor Authentication (MFA) adds an extra layer of protection to user logins.

What are my options?

You can require MFA using:

SMS code
TOTP apps (like Google Authenticator)

How to enable it:

For Admins

Go to your safedrop Admin Panel
Head to Authentication Settings
Under the MFA section, choose one of the following:

Off – no MFA required
Only for email/password – good if you use Azure or Google login
Always enforced – all users must use MFA, even with SSO

Click Save

That’s it. Users will be prompted to set up MFA the next time they log in.

For Users

Once MFA is enabled, you’ll be asked to set it up during your next login. Choose your preferred method:

Option 1: SMS

Enter your mobile number
Enter the 6-digit code you receive via text
Done

Option 2: TOTP (e.g. Google Authenticator)

Scan the QR code with your authenticator app
Enter the 6-digit code from the app
That’s it

You’ll use the same method every time you log in.

|| Tip: Users on Azure or Google login won’t be asked again if you select the “Only for email/password” setting.

Question 2

New User Guide: Login, Dashboard & Files Overview

Accepted Answer

First Time Logging In?

|| If you are logging in for the first time, check to see if you have previously received an email invite containing your login details. There will be a unique link contained in the email which you can use to login and reset your password.

❌ Can’t Log In?

All future visits to the data room are done via the login page, which will be: https://DataRoomName.projectfusion.com, where DataRoomName will be the Projectfusion instance you are logging into (e.g. AcmeInc.projectfusion.com).

Not sure of the name? ✅ Check your invite email 📩 Or ask the person who invited you

🔐 Forgot Your Password?

Visit your login page
Click Forgotten Username or Password?
Enter your email and submit ✉️ Didn’t get the reset link? Check your spam folder.

|| The email you receive will contain information on how to reset your password.

📩 No Invite Received?

If you’ve already been sent an invitation but it hasn’t arrived yet, please double check your spam filters/folder in the likely event it is there.

Follow the instructions in the email to gain access and set up a new password. However, if you’re unsure whether your invitation has been sent, please contact the site administrators directly. We are not legally able to provide these details to you, so please make all necessary enquiries through the usual channels at your disposal. 🔍 Check spam/junk folders 📬 Follow

Question 3

Editing safedrops

Accepted Answer

||| To edit a safedrop, go to your SENT safedrops, click the three dots, and choose EDIT ✏️ Edit menu for safedrop v2 Here you can

change the subject
change the main message and encrypted message
change recipients
add and delete files
change expiry

Question 4

Getting Started with Redaction

Accepted Answer

Redacting is quick and simple. Here's how: ( currently supports only pdf, xls,xlsx,doc,docx,ppt and pptx )

📂 Step 1: Upload Your Files

Upload your document set; nested folders are supported.

⚙️ Step 2: Enable Redaction

Click the Settings cog⚙️ icon (top right)
Go to Edit Site Details
Enable : ✅ Indexing ✅ Redaction
Now save changes

🔐 Step 3: Open the File

Locate the file you want to redact
Click to open it in the secure viewer
In the secure viewer, click the red Redact button (top right)
The redaction menu will appear on the left pane

🛠️ Redaction Options

You have the following available :

Manual Highlighting

🔤 Text Selection – Highlight specific words
🟦 Area Selection – Block out custom sections

Search Redaction

🔍 Text Search – Find and redact repeated phrases
🧩 Preset Search – Auto-detect things like emails, dates, and time
🧠 Regex – Use advanced search patterns (for tech-savvy users)

| Use the Mark for redaction → Apply buttons to execute the redaction.

🪄 Magic Redact

Magic Redact offers a fast, intelligent way to bulk-redact sensitive data using smart presets.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_li4qk3.png

Question 5

How to Use Auto-Provisioning

Accepted Answer

Auto-provisioning lets users join your safedrop team without admin involvement. Here’s how to set it up:

Go to the Admin Panel
Find the Company Domains section
Add one or more email domains (e.g. @yourfirm.com)

Now, anyone with a matching email address can sign up and will be added to your default team.

You’ll get an email when someone joins
They’re free for 2 weeks
You can remove them anytime before billing starts

| Bonus: Share your safedrop link internally, and let users self-sign up as needed.

Question 6

How to Send Files Using safedrop

Accepted Answer

Sending secure files with safedrop is quick and compliant. Here’s how it works, from login to delivery. Watch the video ${vimeo}here.

🟠 Step 1: Log In and Start a safedrop

After logging in, you’ll land on the safedrop compose page.

📎 Step 2: Add Your Files

You have two options:

Drag and drop files into the drop zone, or
Click the orange “+” icon to browse and select files from your device.

✍️ Step 3: Add a Subject and Message (Optional)

Add a subject line and a message for your recipient.
If you want more privacy, you can encrypt the message, so it's only visible once the recipient is verified and has accessed the safedrop. || Note: These fields are optional — you can still send files without them.

👥 Step 4: Add Recipients

Enter one or more email addresses. Separate multiple addresses with commas or add them one by one, hitting Enter after each.

You can also choose "Don’t specify recipients" — this creates a link you can share manually.

📤 Step 5: Choose How the safedrop Will Be Sent

You have two choices:

Option 1 – Automatically send everyone an email safedrop will email recipients a secure link.

Option 2 – I will send them the link myself safedrop gives you a link to copy and paste into your own message.
Best for bypassing spam filters — especially with clients or legal teams.

🚀 Step 6: Click “safedrop it”

Once you’ve added files or typed a message, the **“safedr

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