How do I send a secure file from the Secure Exchanges online portal?

Send a secure message from the online portal

The Secure Exchanges online portal allows you to send a secure message without using your email application (Outlook, Gmail, etc.). Here’s how to proceed.


1. Sign in to the online portal

Sign in to your account, then click Send a secure message.


Once logged in, you will see the following interface:


Description of the interface buttons and options

1 — Send
Main button used to send the secure message once:

  • recipients have been added;

  • the message has been written;

  • attachments are ready (if applicable).

2 — Attach
Allows you to add files to your message.
 You can:

  • click Attach, or

  • drag and drop your files into the “Drop your files here” area.

3 — Envelope
Generates a secure envelope that you can send to your recipient so they can securely send documents or information back to you.

  1. See the complete procedure: How to send a secure envelope from the online portal?

4 — Number of opens
Determines how many times your recipient can open your secure message.

  1. Default: 1 open (you can increase this number).

5 — Password (optional)
Adds an additional layer of protection to your message.

  1. You must then share this password with the recipient using a separate method (e.g., by phone).

6 — Sending option
Selects the delivery method:

  1. Email – your recipient receives the message by email.
  2. SMS – your recipient receives the message by text message.
  3. Email + SMS code – your recipient receives the message by email and a random code by text message to access it.
  4. SMS + email code – your recipient receives the message by text message and a random code by email to access it.

7 — Communication language
Defines the language used in the interface seen by your recipient:

  • French, or

  • English.

8 — Add recipient
Adds one or more recipients to your message.

  1. Each recipient can be placed in a specific order.
Notes
The area to the left of the “Recipient email” field allows you to move recipients to define a specific sending order (especially useful for signatures).

9 — Remove recipient
Removes a recipient.

  1. The red “–” button removes a recipient from the list.

10 — Subject field
Allows you to enter the subject of the message

  1. (visible to the recipient).

11 — Message composition area
Main section used to write the content of the secure email.

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