CLIENT TRACK PORTAL

Cloud-based login system where you and your clients can share files securely online on the go

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Outlook Desktop Add-In

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.


Platforms (PC) -  Outlook for Office 365, Outlook 2019, Outlook 2016 & Outlook 2013

* Note:  Called 'Office Add-ins' in Outlook 2016, Outlook 2019 and 'Apps for Office' in Outlook 2013 *


Do you use Outlook on the Web?

How to Install Add-In


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.


Outlook Options

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.

Outlook Add-In

Step 3  -  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. *

Email Message

Step 4  -  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'.

Encrypt Email

How To Open Encrypted Email (Your Client)


Step 5  -  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 *

Email Notification

Step 6  -  View Encrypted Email

Enter in the password based on password hint and click 'Unlock' to view encrypted email.

Step 7  -  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).

Download Attached Files

PORTAL APP

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!

Get it on Google Play
Contact Us

Based in Ontario, CAN

TOLL-FREE:

1-866-423-8525

EMAIL:

sales@clienttrack.ca

support@clienttrack.ca