Ability to encrypt your email, upload files securely, create password hint and add your own secure file upload signature in Outlook. Follow the instructions below on how to install add-on.
Step 1 - Outlook Add-In Installer
To use our Portal add-in for Outlook on your desktop, you'll need to download and install the setup file by clicking the button below.
We are currently experiencing issues with the outlook installer on new installs and are working to fix it. Updating your outlook plugin should still work.Download Outlook Add-In Installer
Click 'Save File' to being the installation setup.
Step 2 - Add-In Setup Wizard
In the setup wizard, click Install (1) and then click Finish (2) to complete installation.
Step 3 - Install Add-In Customization
In the add-in customization popup, click Install. After the customization has been successfully installed, click 'Close'.
Step 1 - Open Outlook
Open up a New Outlook Compose email window as you normally do and enter in all To, Cc, Bcc, Subject and email body as you normally would, then click the Client Track Portal tab (2) on the top ribbon bar and then click Encrypt Email (3).
Step 2 - Portal Login
In the popup window, insert your Portal login credentials, check off Stayed Logged In and select 'Forever' and then click Login.
*Note - The login popup will only appear if you do not check off 'Stay Logged In'.
Step 3 - Encrypt Email & Files
Check off 'Encrypt Email Body' & 'Show File Names' (both optional), enter in password and password hint. To attach file(s) to email, click Add Files (2) and then click Encrypt (3) to complete email.
*Note - If you do not check off 'Show File Names' (1), the file name(s) will be displayed as 'Hidden, Click link to view' only in the sent email. If you check off 'Encrypt Email Body', your email message in Step 4 will be hidden but visible after recipient unlocks email (Step 8).
After email has been successfully encrypted, click 'Ok'. Click Send to send secure email to recipient.
Step 1 - Email Notification
After email has been sent, the recipient will receive an email notification including a preview list of all of the uploaded files. To view the encrypted email content and files, click View/Download Encrypted Email (see below).
* No Portal account required to view encrypted email *
Step 2 - View Encrypted Email
Enter in the password based on password hint and click 'Unlock' to view encrypted email.
Step 3 - Download Attached Files
In the encrypted email, you will see an email message from sender and attached files ready for download. Keep in mind, the links to the files will expire based on deadline date as indicated in the email notification (Step 5 screenshot).
We offer a Client Track Portal app for your phone and tablet to make it more convenient for you! The app is compatible with Android devices and available for download.