This comprehensive guide provides a step-by-step process to edit and configure a sharing policy within the Bank2Trust admin console. It covers selecting a policy, enabling secure conversation, choosing conversation styles, configuring export settings, and managing notifications.

Enable Secure Conversations on a Trusted Share

You can enable Secure Conversations on a Trusted Share to allow recipients to collaborate easily and securely within the sharing experience. To learn more about Secure Conversations and how to use them, refer to this article . Important Note: The below changes made to an existing policy apply only to new shares created after the update. Existing shares created under this policy are not affected. To configure this setting: Admin Console → Sharing Policies → Select the sharing policy → Edit Policy

Enable Secure Conversation

Scroll down and turn on the Enable Conversation toggle to activate Secure Conversations for the Trusted Share. Additionally, if you want to control who can send secure replies, use the dropdown below to select which recipients are allowed to reply.

Select who can reply

All Collaborators — Compose and Reply : All recipients, including the owner and co-owners, can participate in secure conversations by composing and replying to messages. Owners — Compose and Reply : Only the owner and co-owners of the Trusted Share can initiate and respond to secure conversations. Private Reply : Recipients can send replies, but only the owner and co-owners can view the messages. Messages are hidden from all other recipients.

Enable SMS notifications for recipients

In a secure reply, you can tag recipients within the Trusted Share when composing your message. If this option is enabled, you can also notify tagged recipients (done via inserting "@") via SMS by clicking on their username and entering their phone number, ensuring timely awareness of the message.

Export Secure Conversations

For security and compliance purposes, you can enable the option to Export secure conversations and control who is allowed to perform exports using the dropdown menu. Exported conversations can be downloaded in Excel or PDF format. Owners / Co-owners : Only the owner and co-owners of the Trusted Share can export conversations. Internal Collaborators : Any recipients who are part of your organization can export conversations. All Collaborators : All recipients, including external users outside your organization, can export conversations.

Save the changes

Click Save to apply the changes. These updates will take effect for all new Trusted Shares created going forward.

Enable Secure Conversation on a Trusted Share via Sharing Policy