Step 2  -  Add-In Setup Wizard

In Outlook Add-In setup wizard, click Install (1) and then click Finish (2) to complete setup wizard.

Step 3  -  Install Outlook Add-In

In the add-in popup, click Install (1). After the Outlook Add-In has been successfully installed, click Close (2).

Step 1  -  Open Outlook

Compose message (1) and 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, enter your Portal login. Check off Stayed Logged In, 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

In the Encrypt Email window, click Add Files to upload files (1) and enter in expiry #, password and password hint (2). When ready, click Encrypt (3).

*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 you've encrypted your email and verify all of the information in email message including attached files, click Ok and then 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.

*Note -  No Portal account required to view encrypted email.

Step 3  -  View Encrypted Email

In the encrypted email, you will see an email message from sender and attached files ready for download.

*Note -  The encrypted email with attached files will expire based on deadline date as indicated in the email notification (See Step 1).