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

14-DAY FREE TRIAL

Outlook Online

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  -  Get Add-Ins

Log into Outlook online. Click 'New Message' (1) and then click the three dots on bottom of email message and select Get Add-Ins (2).

Get Add-Ins

Step 2  -  My Add-Ins

Click 'My add-ins' on left sidebar. Go to Custom add-ins section, click on Add a custom add-in and select Add From URL.

Custom Add-In

Step 3  -  Add-In URL

Copy and paste the following Outlook Add-In URL in the white field box (1). Click Ok and then click Install (2).


https://www.clienttrackportal.com/manifest.xml


Add-In URL

Outlook Add-In (Client Track Portal) has been successfully added to your custom add-ins.

Outlook Add-In

How to Use Outlook Add-In


Step 1  -  Outlook Add-In

Compose message and click on the three dots icon on bottom of email message. Select Client Track Portal (2)

Outlook Add-In

Step 2  -  Encrypt Email

In the Encrypt Email window, upload your files by drag 'n drop (2), enter in expiry #, password and password hint (3). When ready, click on Encrypt and overwrite email body (4).


*Note -  If you using the Outlook Add-In for the first time, you'll be asked to log in using your Portal login credentials (1).


Encrypt Email

Step 3  -  Send Encrypted 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  -  Encrypted 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

How To Use Outlook Add-In Demo (6:19 minutes)


*Note -  Demo video covers Outlook Online. *** If you are using Outlook Desktop, follow our tutorial here.


Contact Us

Based in Ontario, Canada

TOLL-FREE:

1-866-423-8525

EMAIL:

sales@clienttrack.ca

support@clienttrack.ca