Product Ideas

Share your suggestions and ideas. Vote on ideas you find valuable.

Ability to lock/encrypt scheduled reports containing confidential/personal data

Even though we have GDPR regulations now in Europe, clients are still sending confidential company data and private personal data from the Scheduler.  Examples include draft P&L reports for a public quoted company or individual commission calculations for members of a sales team. 

In addition to the capability to have email, subject and body options for scheduler mail, the email section should have the option to add a password and then invoke Excel's "Protect Workbook > Encrypt with Password" functionality.  The intended recipient could either provide the password to be used, or the password could be auto-generated and sent by text to the recipient.

  • Jon Gardner
  • Nov 21 2019
  • Attach files