How to send an email via a new Box

How to send an email via a new Box

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. At this point, you can also already add attachments to the email. Files that exceed the size limit for MS Outlook can only be sent via idgard.

3.  Select Send via idgard.
The idgard log-in dialog is displayed on the right side of the screen.




4.  Enter your username and password and select Login.
     The Box overview is displayed.




5.  Select Create new box.
The Box options are displayed.





6.  Enter the name of the new Box to be created in the Name of the box field.

7.  Enter a pass code in the Pass code field if you would like to use a pass code to protect the Box from unauthorized access. You can also use a random number generator to generate a pass code. Select

 

●    the Copy icon next to the pass code to copy the pass code.

●    the Refresh icon next to the pass code to generate a new pass code.


8.  Enter an expiration date for the Box. If you deactivate the Box expires slider, a PrivacyBox that does not automatically get deleted is created.




9.  Select the Calendar icon to set a date. The default setting is 90 days.

10.  Select Create box.
  The Box is created.

11.  Select the Box and then click on Next.
The idgard add-in creates a folder for email messages in the newly created idgard Box, and a sub-folder within this folder for the current email. The email contents including all attachments are loaded into this folder as an idgard note.




12.  Select Attach File(s) if you would like to send additional files. Navigate to the files you want to attach and open them. MS Outlook’s file size limit for attachments does not apply here.
The selected files are loaded into the idgard email as attachments. You can delete these attachments later on; however, this is not the case for attachments that were already loaded into the email in MS Outlook.

13.  You can change the email text created in MS Outlook if needed. To do so, just click on the text and modify or add to it. The changes are      immediately applied. The Box link, however, cannot be modified and an error message will be displayed if you try to change it.


 14.  Choose from one of the following options:

        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 Box.

    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. The newly created idgard Box will be deleted.

 

15.  Send the pass code via a separate communication channel after you have sent the email via idgard.



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