- How To...
- Log in
- Invite New Users
- Create a Secure Message
- Reply or Forward
- Use the Delivery Slip
- Control Messages
- Provision E-Signatures
- Share Large Files
- Manage Notifications
- Manage Account
- Manage Email Aliases
- Migrate to a New Email Address
- Use the Apps, Add-ins, and Extensions
- Azure Active Directory SSO Integration
- Product Features
- Apps, Add-ins, and Extensions
- Trust Center
- PRO vs. GUEST Users
- Product Updates
- Contact Support (Wilson)
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Outlook Add-in Overview
Outlook® add-in (for Microsoft Office 2007 to 2016 & Office 365 – All Editions)
Once installed, the add-in will not interfere with any basic email functions you currently use.
- To activate the add-in, select a secure message in your Outlook inbox, or complete step 4 of the installation procedure in the secure webmail. Once activated, the logo of the secure messaging platform will change to reflect the organization’s branding. To compose a new secure message, click ‘New Secure’. To activate, see the instructions below.
- To manage the secure email Outlook® add-in, or to access the secure webmail, click on the ‘Secure Messaging’ tab in Outlook® 2010, 2013 & 2016, or the ‘Secure Messaging’ menu item in Outlook® 2007.
If you installed the secure email Outlook® add-in by following the steps provided in the secure webmail, please complete step 4 of the installation instructions. If you already completed step 4, or if you previously received a secure message notification in your Outlook® inbox, select it to trigger the activation process. Once you select a secure message, you will see the activation screen prompting you to enter your password.
- Enter your password as selected when you registered with the secure messaging platform.
Group Policy / Citrix / Terminal Server Deployments
If the secure email Outlook® add-in was installed on your behalf by your administrator, you should receive a secure message to register with a secure messaging platform. Once you select the secure message, you will see the Registration & Activation screen, prompting you to enter your first & last name as well as select a new password. This password is unique to your secure account and will not be used to access your primary email account.
Compose a New Secure Message
Once activated, select the ‘New Secure’ button to compose a new secure message. Note that some restrictions may apply based on your user group profile. Use the ‘Tools’ menu to get in touch with our support staff: use the ‘Secure Messaging’ > ‘Tools’ > ‘Report an error’ feature if you need help troubleshooting your installation. To communicate securely with a new user (if you have the correct user group permissions) simply send them a secure message.
Changing the default Secure Messaging Platform
If you communicate with more than one secure messaging platform, the add-in will display all of them as a selection when composing a new secure message. To change the default secure messaging platform in Outlook, go to the ‘Secure Messaging’ menu, then click on ‘Preferences’. At the top of the preferences window there will be an option for ‘Default Secure Messaging Platform’. Choose the platform you want from the drop down list and then click OK. This is now your default platform that will be used to send secure messages, unless you specifically choose a different secure messaging platform when composing a new secure message. You will notice that this secure messaging platform is now your default in both the ‘New Secure’ and ‘Secure Webmail’ buttons.