Retrieve confidential information in Outlook Web

How do I retrieve confidential information from Outlook Web using Secure Exchanges?

Secure Exchanges lets you not only send sensitive information securely, but also securely retrieve confidential documents or data from your recipients (documents, passwords, payment information, and so on). This retrieval is done with a secure envelope that you send to the recipient so that they can submit the requested information in an encrypted environment.

Step 1: Create a new message

In Outlook Web, select New message. The Secure Exchanges window appears automatically on the right side of the screen.

Step 2: Select the envelope type

In the Secure Exchanges menu:

  • Choose Envelopes in French or Envelopes in English.
  • Select the appropriate envelope type, such as:
    • Document envelope
    • Credit card envelope

The envelope type determines what information the recipient can transmit.

Step 3: Send the message

Once the envelope is selected and the message is completed, click Send. The recipient receives an email with a secure link to submit the requested information.

Step 4: How the recipient submits the information

When the recipient clicks "Submit confidential documents" in the email you sent with Secure Exchanges, they are taken to a secure Secure Exchanges environment.

Here is how they submit their confidential information:

  • Document upload: the recipient can drag and drop their files or click "Attach" to add documents or photos from their computer or mobile device.
  • File size: files can be uploaded up to the limit allowed by the sender's licence, which makes it possible to share large documents.
  • Private communication: a space is available for writing a private message that accompanies the documents sent.
  • Secure sending: after attaching the files and writing a message if needed, the recipient clicks "Send" to transmit the documents securely. The transmission is encrypted, so the confidential information stays protected throughout the process.

Step 5: Retrieve the submitted information

Once your recipient has placed confidential documents in the envelope and clicked "Send", here is what you receive as the sender:

  • Receipt notification: you receive an email from Secure Exchanges telling you that confidential documents have been submitted.
  • Access to documents: click "Read the message" to download or view the confidential information you requested.

Note: confidentiality and destruction. The exchanged information is automatically destroyed once the attachment retrieval window is closed.

Need help?

Our team is available to assist you. Write to us at support@secure-exchanges.com