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 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).