Toll-Free: 1-866-423-8525  I  sales@clienttrack.ca

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

14-DAY FREE TRIAL

Outlook Desktop

Ability to send secure emails & encrypted files right from MS Outlook without needing to log into the Client Track Portal. Follow the instructions below on how to setup 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

Enter recipient's email, subject and message (1). Click the Client Track Portal tab (2) and then click Secure Email and Files (3).

Outlook Add-In

Step 2  -  Secure Your Email/Files

Select type of email from drop-down (1), enter password and password hint (2) and then click Add Files (3) to upload encrypted files. When ready, click Encrypt (4).

*** If you are sending a Secure e-Signature Request, you'll be able to see how many e-Signature Documents you have left.


Secure Email -  If you want to send a simple secure email & files to recipient

Secure Document Request -  If you want to send a secure email requesting documents from recipient

Secure e-Signature Request -  If you want to send a secure email & upload PDF documents to be signed by the recipient


Encrypt Email

Step 3  -  Send Secure Email/Files

After files have been uploaded and encrypted, click Send (2) to successfully send secure email/files.

Send Email

How Recipient Opens Your Encrypted Email


Step 1  -  Email Notification

After email has been sent, the recipient will receive an encrypted 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 Encrypted 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
Contact Us

Based in Ontario, Canada

TOLL-FREE:

1-866-423-8525

EMAIL:

sales@clienttrack.ca

support@clienttrack.ca