Toll-Free: 1-866-423-8525 I sales@clienttrack.ca
Toll-Free: 1-866-423-8525 I sales@clienttrack.ca
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.
Step 1 - Outlook Add-In Installer
Download and install the Outlook Add-In setup file by clicking the button below.
Download Outlook Add-In InstallerClick Save File to being the installation setup.
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 - Outlook Add-In
Compose message (1), click the Client Track Portal tab (2) and then click Encrypt Email (3).
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).
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).
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 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).
Based in Ontario, Canada
TOLL-FREE:
1-866-423-8525
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