1) Log into Portal
From the sidebar menu, go to 'Secure Emails' and click 'Send Email' button on top to begin sending a secure email to a recipient.
In the email form, this is where you add the recipient's email, subject title of email, email type, password, password hint, expiry date, email message and attached files to view and download.
* All body and attached files in secure email are encrypted *
2) Secure Email Notification
Second step is to open your email inbox to find that someone has sent you an secure email from our Client Track Portal. The secure email lists who sent you the email, subject of email, the view email link and a deadline to open up email.
Click the 'View your email' button
3) Unlock Secure Email
Third step is for recipient to enter in password to unlock the secure email. Just like in a bank eTransfer, you can use the password hint to indicate a password by setting the password hint and password to something only you and the recipient would know. This prevents you from having to insecurely send the password directly to your recipients separately prior to them opening the secure email
Enter in password hint and click 'Unlock'
4) View Email Content
After unlocking secure email, you will see an email message from sender and attached files ready for download. Keep in mind, the links to the files will expire based on deadline date as indicated in notification email (Step 2 screenshot).
Fast, convenient and SECURE!
5) Secure Email Dashboard
Online dashboard provides a full status of sent secure emails including proof of delivery and recipient file download status.
Secure File and Email Sending Features:
We also offer a Client Track Portal app for your phone and tablet to make it much more convenient for you! The app is compatible with Android devices and available for download for FREE on Google Play.
Download Portal app now!