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Send Emails & Files To Clients
the Fast and Secure Way!


Outlook Desktop

Ability to encrypt your email and upload files securely to your clients using our Outlook Add-In. Follow the instructions below on how to install and use our Outlook Add-In.

How to Install Outlook Add-In

Step 1  -  Outlook Add-In Installer

Download and install the Outlook Add-In setup file by clicking the button below.

Download Outlook Add-In Installer

Click Save File to being the installation setup.

Outlook Installer

Step 2  -  Add-In Setup Wizard

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

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).

Add-In Install

How to Use Outlook Add-In

Step 1  -  Outlook Add-In

Compose message (1), click the Client Track Portal tab (2) and then click Encrypt Email (3).

Outlook Add-In

Step 2  -  Encrypt Email

Check off 'Encrypt Email Body', click 'Add Files' to upload your files (1), enter password and password hint (2). When ready, click Encrypt (3).

Encrypt Email

Step 3  -  Send Email

After you've encrypted your email and verify all of the information in email message including attached files (1), click Send (2).

Send Email

How Recipient Opens Your Encrypted Email

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.

Email Notification

Step 2  -  Unlock Email

Enter in the password based on password hint and click Unlock 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).

View Encrypted Email
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