By: Veliz Perez Torres
May 23, 2017
How To

How to Enable Two-Factor Authentication on Confidential Documents

This is the twelfth installment in our How-To series: an ongoing set of product posts full of tips and tricks for getting the most out of Vera.  

Public. Restricted. Top Secret. You know the drill.

If you’re like most organizations, you have a similar schema to classify confidential data. But how do you add additional protections to your most sensitive content? And how do you make sure competitors can’t access your strategic plans if they do get their hands on them?

At Vera, we recently announced dynamic, two-factor authentication for highly sensitive data. With native VERA two-factor authentication and out-of-the box integrations into RSA SecureID and Duo Security, we’re giving our customers the ability to add an on-demand, two-factor challenge for users accessing highly confidential secure content.

The best part: it’s really simple. And it’s an incredibly powerful way to let your team know they’re working with confidential content and protect against compromised credentials.

Here’s a quick breakdown of how to enable two-factor authentication on confidential documents with Vera:

  1. Build a “Top Secret” Security Policy with Two-Factor Authentication

In the VERA Admin portal, create a security policy to classify documents as Top Secret. This security policy will not only label your data as Top Secret, it will allow your team to secure and control how recipients work with classified content, wherever it travels.

For highly confidential documents, we recommend a security policy that disables editing, saving and printing on your data. Quickly add two-factor authentication by selecting Require Authentication > Secondary when building the policy.

You can choose either native VERA two-factor authentication via Twilio or plug-and-play integrations with RSA SecureID and Duo Security. It’s an effective way to help you consistently manage authentication across your business.

  1. Secure Data with your “Top Secret” Policy

When you secure a document with Vera, you’re ensuring your Top Secret security policy sticks to your data throughout its life cycle – even if it’s downloaded, duplicated or moved offline.

To manually secure a document, right-click the file and select “Top Secret.”

Alternatively, automatically secure and apply the Top Secret policy to any email leaving your organization, automatically secure files with sensitive keywords stored in local SMB drives, Box, Dropbox, or OneDrive/SharePoint.

  1. Challenge Recipients with a Two-Factor Authentication Token

What happens when recipients get a VERA secured document?

Recipients can easily access VERA secured content without installing VERA software, proprietary software or clunky plug-ins. VERA will first validate their email address and then challenge them with a two-factor authentication challenge. See screenshot below for native Vera’s two-factor authentication via Twilio.

And that’s it! You’ve now added additional checks and balances to prevent leaks and ensure your most confidential content is in the right hands – no matter where it travels after it leaves your network and moves to untrusted environments.

We’re here to talk to you anytime and show you Vera if you have any questions.

By, Veliz Perez Torres

Sr. Product Marketing Manager