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.
* Note: Called 'Apps for Office' in Outlook 2013 and 'Office Add-ins' in Outlook 2016 & 2019 *
Step 1 - Get Add-Ins
Open up Outlook and click on 'Get Add-ins' on far right of ribbon bar (see below).
*Note - If you do NOT see 'Get Add-Ins' feature on your ribbon bar, go to 'View > Reading Pane' (top menu) and select 'Right' or 'Bottom'. Add-ins are disabled when Reading Pane is 'Off' in Outlook.
Step 2 - Find Add-In in Outlook Store
In the add-ins page, search for Client Track Portal and select the one for Outlook (see below). Click 'Add'. That's it! The add-in is free.
Step 1 - Compose Email Message
After adding Portal add-in, two new buttons appear on ribbon bar; Encrypt Email & Add Your Upload Signature (see below). To get started, compose an email message.
* To add your secure file upload link to your email signature, follow these steps. *
Step 2 - Encrypt & Send Email
From the ribbon bar, click on 'Encrypt Email' (see below). In the Encrypt Email window, this is where you'll upload your files by drag 'n drop, enter in expiry #, password and password hint. When ready, click on 'Encrypt and overwrite email body' and click 'Send'.
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 also offer a Client Track Portal app for your phone and tablet to make it much more convenient for you! The app is compatible with Android devices and available for download for FREE on Google Play.
Download Portal app now!