CLIENT TRACK PORTAL

Cloud-based login system where you and your clients can share files securely online on the go

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How To Send Secure Email


1) Log into Portal

Log into Portal

From the sidebar menu, go to 'Send Secure Emails & Files' and click 'Send Email' button on top to begin sending a secure email.

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 *

Send Secure Email

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

Secure Email - Notification

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'

Secure Email - Password

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!

Secure Email - Download Files

5) Secure Email Dashboard

Online dashboard provides a full status of sent secure emails including proof of delivery and recipient file download status.

Secure Email - Dashboard

Secure File and Email Sending Features:

  • •  Send Secure Email
  • •  Send Secure Document Request (by email)
  • •  Send large files, up to 2 GB
  • •  Easily and securely send email with sensitive text (with, or without files attached)
  • •  End-to-end encryption for the files and emails
  • •  Full cloud based storage for all sent and received files
  • •  Revoke secure files and emails sent in error
  • •  Easily drag and drop multiple files to quickly send files securely
  • •  My Vault - Cloud-based encrypted file storage for ALL your files for back up and storage
  • •  Virtual Filing Cabinet - Cloud-based encrypted file storage for ALL of your clients' files
  • •  You can set limits for recipients for how long a secure file is available for download
  • •  Online dashboard that provides full status info to see proof of delivery and recipient file download status
  • •  View email content for all emails sent or received
  • •  Smart phone and tablet compatible
  • •  Import all of your contacts

PORTAL APP

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!

Get it on Google Play
Contact Us

Based in Ottawa, ON

TOLL-FREE:
1-866-423-8525

sales@clienttrack.ca