Restrict Saving and Printing of Shared Files

SendSafely’s Restrict File Save and Print feature enforces view-only access to PDF and image files. When enabled, recipients can only view file contents within the SendSafely web portal (or one of our service desk integrations) and are unable to save, download, print or copy file contents to their local computer. This setting can be applied to outbound files from the SendSafely Send Items page, as well as inbound files uploaded to a Dropzone.

The ability to restrict file saving and printing is included in the SendSafely Advanced Privacy Bundle. Combined with our watermarking feature and the ability to enforce recipient access limits, securing your data has never been more comprehensive.

Sending Items

Restrict File Save and Print can be set on a per-package basis from the Send Items page (Advanced Settings section). Toggle the slider to the on position, and any PDF and image files (.png, .gif, .jpg, .jpeg, .bmp) added to the package will be restricted from download. Note that you can still add non-PDF or image files to the package, however these file types will not be restricted.

Restrict File Save and Print - Send Items-1-1

Inbound Items (Dropzones)

Any Dropzone Owner or System Administrator can turn this feature on for an individual Dropzone. When enabled, all PDF and image files uploaded to that Dropzone are automatically restricted from download.

Navigate to the Dropzone profile from the web portal menu bar
Check the box next to the Restrict File Download (view only mode) option
When prompted, choose Yes to limit the allowed file extensions to PDF and image files only. (You may choose to Leave as is, however any non-PDF or image files will be downloadable.)

Restricted Dropzone files can be viewed by agents in a preview window on the SendSafely web portal or within popular SendSafely integrations like our Salesforce and Zendesk apps.

DZ view only file types

The Restrict File Save and Print feature is included as part of the SendSafely Advanced Privacy Bundle. Contact sales@sendsafely.com for more information on how to enable this option for your SendSafely subscription.

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Frequently asked questions

How do I share a PDF that the recipient can view but not download or print?

Enable Restrict File Save and Print on the Send Items page under Advanced Settings. Recipients can only view PDF and image files in the SendSafely web portal or a service desk integration and cannot save, download, print, or copy them.

Which file types work with SendSafely's view-only mode?

Restrict File Save and Print applies to PDF and image files (.png, .gif, .jpg, .jpeg, .bmp). When enabled on a send, only PDF and image files can be added to the package.

How do I make Dropzone uploads view-only in SendSafely?

A Dropzone Owner or System Administrator opens the Dropzone profile, checks Restrict File Download (view only mode), and chooses Yes to limit uploads to PDF and image files. Restricting Dropzone downloads is available on Enterprise plans. Learn about Dropzone.

Can agents view restricted files in Zendesk or Salesforce?

Yes. Restricted Dropzone files can be viewed in a preview window in the SendSafely web portal or within SendSafely integrations such as the Salesforce and Zendesk apps. Read about helpdesk security.

Does restrict save and print in a Workspace apply to owners?

Yes. When enabled on a Workspace, PDF and image files are restricted from download for all collaborators regardless of role. It is enabled from the Workspace settings and is available for Workspaces on Business and Enterprise plans.

Sending Items

Inbound Items (Dropzones)

Frequently asked questions

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