Background

 

This guide refers to the setup and configuration of Sendside SecureSync for Outlook. If you're not familiar with SecureSync or require additional background information, please view our Getting Started with SecureSync Article before proceeding.


Sending
Secure Messages (Outlook)

This article assumes that you have read the Getting Started Guide and have successfully configured your email client for Sendside SecureSync.  If not, please refer to the Getting Started Guide for more information.

Sending Secure Messages is easy.  From the Outlook Home Tab (2010 and 2013) select New Email.




This will lauch a new compose window.  Depending on the account you currently have selected, Outlook will automatically assume that you want to send from that account.  Changing the "From" account is easy.  Simply select the arrow next to From and choose the correct account.



Note that the name of your account may be different.

For the Secure messages you can send just a standard signature as our system will auto detect that this will need to be a secure message.  If you wish to have a secure template entered you can follow the directions below that give a more detailed explanation.

Message Handlers & Declarations

 

SecureSync is both powerful and simple and easy to use.  Message Handlers help you extend the functionality of Sendside SecureSync messages.  Simply include a handler in the message body and let the system do the work for you.  Message Handlers are designed to help you accomplish a specific task (e.g., tagging documents, changing message send method, adding messages automatically to GreenFolders, etc.).

Message Handlers use a simple formatting.  Square brackets [ & ] define the beginning and end of the declaration.  Message Handlers for Outlook allow you to control send methods and other integration instructions depending on the connections available.  

To protect the privacy of the message and its contents, are NOT passed to the recipient and are stripped out by the system as it travels to its destination.

All signature file information above or below the Message Handlers will be included in the message shown to the recipient.

If no Message Handlers are present, the message will be sent (Standard) Secure.  Users are also able to explicitly indicate that a message should be sent via Message Handler declaration:


[##SecureSync##]

[Send Method: Secure]

[##SecureSync##]



To avoid confusion or errors relating to capitalization, the following declarations are also valid:

[Send Method: secure]
[Send Method: SECURE]

Again, Message Handlers are not necessary when sending secure messages since they are the default Send Method.



Additional Resources