1. Open MS Outlook and select New Email.
2. Enter the recipient in the To field and the subject in the Subject field. If you are forwarding an email, you only have to enter the recipients; if you are replying, this whole step is skipped. Files that exceed the size limit for MS Outlook can only be sent via idgard.
5. Select the name for the desired Box.
The top-level of the folder structure is displayed.
It is then checked whether the previously selected recipients are members of the selected Data Room and have read access to the selected folder. If this is not the case, an error message is displayed and the respective recipients are shown. Contact the Box owner to grant read permissions.
8. Click on Save and continue.
The idgard add-in creates a sub-folder for the current email in the selected folder. The email contents including all attachments are loaded into this folder as an idgard note.
● Send email securely, if you would like to send the idgard email.
The content of the email is loaded into the sub-folder created by the idgard add-in for this email as an idgard note. Any email attachments are also loaded into this sub-folder. The recipients receive an email with a link to the respective folder.
● Back to email, if you would like to edit your email again in MS Outlook.
You can change the subject, recipient, and attachments again in MS Outlook.