How to retrieve confidential information?

How do I retrieve confidential information via a secure envelope from Microsoft Outlook?

Secure Exchanges secure envelopes allow you to retrieve confidential information from recipients who do not use Secure Exchanges. This enables your contacts to securely send you sensitive documents without requiring a licence.

Note: what are secure envelopes used for? They are designed to:
  • collect confidential documents (SSN, identity documents, contracts, forms, etc.);
  • avoid sending sensitive data via unsecured email;
  • guarantee an encrypted, controlled and traceable deposit.

The recipient submits their information via a secure space, without creating an account or installing anything.

Send a secure envelope from Outlook

  1. Open Microsoft Outlook.
  2. Click on "New email".
  3. In the Outlook ribbon, on the "Message" tab, locate the "Secure Exchanges" section.
  4. Choose the language of your correspondence.
  5. Click on the icon corresponding to the desired envelope type. You can view the envelope types by expanding the lists below.

1. Standard envelope

Ideal for retrieving confidential documents, contracts, identity documents, and various sensitive information.

2. Credit card envelope

Designed for the secure collection of credit card numbers, with automatic validation of the digit count and expiry date checking.

3. Advanced envelope (Pro licence only)

This envelope offers superior control and advanced security options that are configurable at send time.

  • Prevent text writing:
    • recipients cannot write a message;
    • document submission becomes mandatory.
  • Define the allowed file types:
    • you can limit the accepted formats;
    • you can specify precise extensions separated by commas (e.g.: .pdf, .jpg, .mp4).
  • Security via SMS code:
    • recipients must enter an SMS code sent to their phone to access the envelope.

Once configuration is complete, click "Send" to transmit the envelope with the chosen security settings.

Note: the envelope is inserted at the location of your cursor in the message.

What the recipient sees

Upon receiving the email, the recipient sees a "Submit confidential documents" button.

By clicking this button, they access a secure area allowing them to:

  • drag and drop files;
  • add documents via the Attach button;
  • write a private message to accompany the files (if allowed);
  • send the documents.
Note: the maximum file size the recipient can return depends on your Secure Exchanges licence. With Advanced licences it is up to 100 MB, and with PRO licences it is up to 2.5 GB.

Need help?

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