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


Send Secure Email & Files

Ability to send secure emails & encrypted files to recipients within Client Track Portal. Follow the instructions below.

How to Send Secure Emails

Step 1 - Log into Portal Account

Portal Login

Step 2 - Send Secure Emails & Files

In Client Track Portal, open the left sidebar menu and click Send Secure Emails & Files (1). On top, click Compose Message (2).

In the secure email form - add the recipient's email, subject title, email type - secure send or document request (3), password, password hint, expiry date, email message and files you want to attach.

*Note -  All body and attached files in secure email are encrypted.

Send Secure Email

2) Encrypted Email Notification

Open your email inbox to find that someone has sent you an encrypted email from our Client Track Portal. The encrypted 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.

Secure Email Notification

3) Unlock Encrypted Email

Enter in password based on password hint provided to you to unlock the encrypted email.

*Note -  Create a password hint and password that 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.

Unlock Secure Email

4) View Encrypted Email

After unlocking 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 2).

View Secure Email

4) Secure Email Dashboard

In Client Track Portal, click Send Secure Email & Files to view dashboard that provides a full status of sent encrypted emails including proof of delivery and recipient file download status.

Secure Email Dashboard

Send Secure Email & Files Features:

  •  Send Secure Emails
  •  Send Secure Encrypted Document Request (by email)
  •  Secure email with encrypted files
  •  Virtual Filing Cabinet - Cloud-based encrypted shared file storage so each of your clients can access secure shared folder
  •  Outlook Add-In - Send secure emails & encrypted files right from MS Outlook without needing to log into the Client Track Portal.
  •  10 FREE Secure e-Signature Requests - Send PDF documents to your clients for signing directly from Client Track Portal.
  •  My Vault - Cloud-based encrypted file storage for ALL of your files for back up and storage
  •  5GB Storage
  •  Send encrypted large files, up to 2GB
  •  Full cloud-based storage for all sent and received encrypted files
  •  Revoke secure emails & encrypted files sent in error
  •  Easily drag and drop files to quickly send encrypted files securely
  •  Can set limits for receipients for how long a secure file is available for download
  •  Online dashboard that provides full status info to see proof of delivery and receipient file download status
  •  View information for every encrypted e-mail sent or received
  •  Smart phone and tablet compatible

Secure Email Send (Demo)

Video - 4:20 minutes

This video shows you how to securely send encrypted email and files to client within the Portal.


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