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.
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
the desired Box.
The Box options are displayed.
6. 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.
7. Enter
an expiration date for the Box. If you deactivate the Box expires
slider, a PrivacyBox that does not automatically get deleted is created.
8. Select the Calendar
icon to set a date. The default setting is 90 days.
9. Click
on Save and continue.
The idgard add-in creates a folder for email messages in the selected idgard
Box (if there is not one already), 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.
10. 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.
11. 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.
12. 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
folder created for this email will be deleted.
13. Send the pass code via a separate communication channel after you
have sent the email via idgard.
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