Product Feature Sheets
This page provides an overview of the DeliverySlip Outlook add-in, including quick facts, system requirements, instructions on how to install and activate the add-in, and how to use it in Outlook.
The Secure Messaging Outlook Add-in allows internal and external users to manage their secure messages alongside their basic email messages seamlessly in the world’s most widely used corporate email program. Once installed, any authorized user can create, read, and respond to secure messages right in Outlook and to use all the powerful Secure Messaging functions available from the delivery slip that appears to the right of any secure message. This includes: easily requesting and providing legally valid e-signatures; sending and receiving large files without having to log into a cumbersome FTP server or a browser-based application with additional unsafe links to click; mounting and managing secure, trackable bulk send e-campaigns; using all of Secure Messaging’s sophisticated tracking and control tools. There is no need to navigate to a separate browser for sender and recipients.
Because there are no cumbersome security keys to exchange and manage for both sender and recipients, your organization can exchange confidential information with all stakeholders such as staff, clients, and partners in a complete secure closed-loop environment that is fully auditable.
There is no need to reconfigure mail server settings or change staff email addresses or ISP (e.g., MX records remain where they are) to use the secure Outlook add-in. It is designed to be a client-side solution where the add-in is easily installed in minutes without requiring administrative rights or training. Because it is a cloud-based solution that uses HTTPS rather than SMTP, secure messages can be sent through your organization’s branded secure messaging platform directly without having to interact with your mail servers. It works with all mail servers including Microsoft Office 365, Microsoft Exchange, Gmail, Yahoo! Mail and Zimbra without requiring complex integrations or expensive configurations. All existing investments in email archiving, compliance, e-discovery, workflow, and management remain intact and continue to work. No changes or replacements are required.
|NOTE: At this time, there is not a Secure Messaging Outlook add-in for the Mac version of Outlook. If you are on a Mac, please use the Secure Messaging desktop app or the web application.NOTE: The IMAP protocol is currently not supported by the Secure Messaging add-in for Outlook. This is because the IMAP protocol syncs message and attachment data between Outlook and your mail server unencrypted in plain text, thus allowing decrypted secure messages to be sent in the clear over the internet and saved unencrypted on the mail server. This constitutes a security breach. We recommend that you do not use IMAP with Secure Messaging added to Outlook. Please contact your administrator for more information or alternatives.
NOTE: The Secure Messaging add-in for Outlook is not supported in versions of Outlook that are installed from ‘Office in the Microsoft Store’. Most importantly, these versions offer poor COM add-in support and in some cases, the COM add-ins are not supported at all.
Once you click Install now…, a new page will load with the following instructions:
Once the installation of the Outlook add-in is complete, the next step is to activate it. Follow these steps to complete the activation and begin using the add-in:
|NOTE: If you are experiencing any issues with the secure Outlook add-in installation, please contact your administrator as there are scenarios that could prevent the add-in from establishing a secure connection with your version of Outlook. If you are experiencing problems loading the add-in, please see the troubleshooting tip ‘Secure Outlook Add-in Loading Issue’.|
You can easily reply or forward a basic email message and convert it into a secure message (e.g. you do not have to start a new secure message in order to send it via your Secure Messaging account).
|NOTE: You cannot do the reverse and convert a secure message to a basic email message, as this would defeat the purpose of the Secure Messaging platform.|
Professional users have the ability to recall a secure message even if recipients have already read it. Recalling a secure message in Outlook is as simple as selecting the message in your sent items, and clicking the Recall Message button located at the top of the Delivery Slip.
You will be given the opportunity to enter a reason for the message recall. This will be displayed to all recipients that attempt to access the recalled message. If you do not enter a reason, default text will be displayed. Recalling a message prevents recipients from viewing the content, replying to it, or forwarding it. The message will be revoked the next time they try to access it. In addition, all file attachments will no longer be available to recipients.
If the secure message you selected has been recalled by the owner, you will no longer be able to read, reply to, forward or print it.
Outlook add-in references are accessed via the Secure Messaging toolbar tab.
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. As noted above, to change the default secure messaging platform in Outlook, go to the Secure Messaging tab and 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.
If you have multiple Secure Messaging account activations using different email addresses, you may wish to block one or more of the secure accounts at some point in time.
The easiest way to block a Secure Messaging account is to select a secure message that was received using that account. Then, from the top of the Delivery Slip, click the down arrow next to the icons and click Block this secure account.
To unblock an account, click the Unblock button that appears in the Delivery Slip of a message sent to the blocked email address. Blocking and unblocking settings can also be accessed by clicking Secure Accounts on the Secure Messaging tab.
You may not want secure messages to automatically download into Outlook or you may not want to use particular email address’s activations any longer.
Sometimes a Secure Messaging platform will block an account, and you will not be able to unblock it. This occurs, for example, when the Secure Messaging platform determines that you no longer own the email address associated with an account. If you cannot unblock an account and you feel that there has been a mistake, please contact your administrator to request help with the issue.
When Challenge Response Authentication (CRA) is enabled on the Secure Messaging Platform, every new User that you invite (e.g. communicate with for the first time) must enter a unique verification code in order to complete the registration. As a sender, in order to send a secure message to this recipient, you must enter this verification code in the form of a Member ID / PIN, Zip Code, Account Number, etc. Every organization has different rules regarding the secret code, if you are unsure, please contact your administrator.
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 and last name as well as to select a new password. This password is unique to your secure account and will not be used to access your primary email account.
The latest version of the Outlook add-in contains the most up-to-date feature set, the latest bug fixes and updates, as well as the newest user experience upgrades. To get the latest version, follow these quick and easy steps:
NOTE: If you do not see this option in Outlook, please contact your administrator. The add-in was most likely deployed via a server system (Terminal Services / Citrix) and your administrator will perform the update on your behalf.
If you do not see the “Check for Updates” menu entry, the add-in was installed remotely by your IT department using the Group Policy Deployment installation process. In this case, your administrator will install any updates for you.
If you encounter an issue using the Secure Messaging Outlook add-in, the best way to let us know is to use the Report an Error feature directly embedded in the add-in.
NOTE: You can submit an error at any time, even after the issue occurred. The logs included in the error report will include all the information we need.
A support technician will contact you shortly to address your issue.
Should you need to uninstall the Outlook add-in for any reason, you should do this through the Add/Remove Programs interface included in Windows.
Step-by-step instructions for removing the Outlook add-in are provided below:
If you have uninstalled the add-in, but it remains visible in Outlook, please follow these steps:
Last updated April 28, 2021
Yes. DeliverySlip works equally well with Gmail/G Suite, Microsoft 365 and Outlook.
No, keep using your existing email address or aliases. Your email client and server infrastructure also remain the same. DeliverySlip works seamlessly from your inbox by using our Secure MS Outlook Toolbar or Chrome extension. There are no secondary passwords, PINS or keys required.
Secure message content is stored encrypted at rest, using AES 256 bit encryption. Your encrypted data is stored in Microsoft Azure's cloud in the data jurisdiction that you selected (either USA, UK, Canada or Australia) upon your registration.
DeliverySlip supports Azure Active Directory, Okta, Google, and others.
Yes, DeliverySlip works on mobile phones and you will be able to read and reply to secure messages. Apps are available for iOS and Android devices.
Yes. With data-leak prevention (DLP) rules enabled, DeliverySlip automatically encrypts information like Social Security, credit card or account numbers and keywords that can be tailored to your organization.
DeliverySlip is suitable for use with organizations that are subject to any number of regulatory compliance schemas including; GDPR, SOX, GBLA, FINRA and more.
Yes, local store for Outlook Exchange is supported. With this feature enabled, secure message content is stored locally in Outlook after you view the secure message, and then synced to Exchange.
Check out our resource center for a full FAQ listing or complete our contact us form.
Your Secure Community portal is under construction. You will be redirected to your new portal shortly.