Proofpoint Step by Step User Guide
Proofpoint Step by Step User Guide
USER GUIDE
Date: June 2023
Table of contents
Contents
HSBC Secure Email Solutions 1
How to distinguish which solution was used? 1
About Proofpoint Encryption Email 1
How to Use Proofpoint Encryption Email 1
Receiving an encrypted email sent by Proofpoint 2
Opening an encrypted email encrypted by Proofpoint 2
First Time Registration 3
Setup your Proofpoint account 3
Digital Signature 5
Saving your encrypted email and attachments 5
How to Use Proofpoint Email Editor 5
Replying to and forwarding a Proofpoint Encrypted Email using Email Editor 5
Attaching documents 6
To receive a copy of your encrypted email 6
Sending the encrypted email 6
Logging into Proofpoint to read an Encrypted Email with an existing Proofpoint Account 6
Resetting your Proofpoint password 7
Glossary 8
Support 8
FAQ (frequently asked questions) 8
What happens if I forget my Proofpoint Encryption password? 8
What if I have forgotten my answer to the Security Question (required for password
reset)? 9
Can I still read a Proofpoint Encrypted message if the notification notification has been
deleted? 9
How long is the Validation Code valid for? Can I re-request a Validation Code if it is
rejected? 9
Troubleshooting 9
Expecting an encrypted email but haven’t received it? 9
Clicking on the link in the Notification email results in an error message: ‘the message you
requested is not yet or no longer available’ 9
Does Proofpoint Encryption work with a VPN enabled 9
Browsers that are not supported with Proofpoint Encryption: 9
1
HSBC Secure Email Solutions
At HSBC, security and the protection of customer data is one of our highest priorities. Our aim
is to always deliver a safe and secure banking experience at all times, including when we
communicate confidential information to customers.
We communicate with our customers in a variety of ways depending on their needs and
preferences. A personal banking customer may find that we send letters by post or documents
and messages that can be accessed when logged into online banking.
However, for our business customers and other clients there may be specific methods that we
jointly agree are the best way to communicate securely. It is our policy to secure any emails
containing information that could pose a risk to you or HSBC if intercepted inappropriately.
This reduces the risk of electronic eavesdropping, tampering and mail forgery.
Personal customers - such as some private banking clients, for example - may receive
encrypted emails from us. We currently support the use of two solutions to send these secure
emails: Voltage SecureMail and Proofpoint Encryption Email. Where possible Voltage
SecureMail is being replaced by Proofpoint Encryption Email (sometimes referred to as
Proofpoint or Proofpoint encryption in this user guide).
Example of a notification email received when HSBC has sent you an encrypted email
To view the encrypted email from the notification, select the Click here link.
IMPORTANT!
Notification link will expire after one month.
First Time Registration
The first time you receive an encrypted email encrypted by Proofpoint you will need to set up
an account and register your login credentials. There is no need to download any software or
provide any bank details or any other financial information. You will simply be asked to enter
your name and password, then answer a security question.
Once you have set up your account, you will be able to log in and view your encrypted emails
at any time.
Example of the Secure Email Reader Inbox window in the Proofpoint Encryption portal
From here you will be able to Reply, Reply All, Forward and Save attachments.
Click on the Help button for more information on how to use Proofpoint Encryption. Refer to
the FAQ and Troubleshooting sections in this document for further help.
Digital Signature
Attaching documents
To attach documents, you can click the Attach a File button then click Choose.
Search for your document using the file browser and click Open to attach. You can remove
attachments by clicking the X button which is displayed next to each file you have attached.
Glossary
Encryption - Encryption is the process of transforming data so it's unreadable to anyone
except the party that is authorised to receive it.
Encrypted email - Encrypted email is an email that has been encrypted so that it can be sent
securely over the internet. Encrypted email is referred to as message on the notifications and
in some of the Proofpoint screens.
Secure Message/secure email – an encrypted email
Web Browser - A web browser is a software application for retrieving, presenting, and
traversing information resources on the Internet.
Support
For all support with Proofpoint, please contact the HSBC Representative who sent you the
encrypted email, who will assist you with your query.
Can I still read a Proofpoint Encrypted message if the notification notification has been
deleted?
Yes, it will appear in the Proofpoint Encryption Secure Email Reader Inbox.
How long is the Validation Code valid for? Can I re-request a Validation Code if it is
rejected?
The Validation Code is valid for 30 minutes and you can re-request it every 3 minutes.
Troubleshooting
If you are having trouble accessing your encrypted email, try some of these tips.
Clicking on the link in the Notification email results in an error message: ‘the message
you requested is not yet or no longer available’
Refer back to the Notification email to check the time the HSBC sender sent the secure email.
If it is less than a minute, wait for another minute and try again. If the problem persists, ask
the HSBC sender to raise an incident request.