PaperClip. em4 Cloud Client. Manual Setup Guide

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1 PaperClip em4 Cloud Client Manual Setup Guide Copyright Information Copyright 2014, PaperClip Inc. - The PaperClip32 product name and PaperClip Logo are registered trademarks of PaperClip Inc. All brand and product names are registered trademarks of their respective corporations.

2 Contents Introduction... 2 Contact Support Initial Set Up Welcome Password Set Up Client Configuration Helpful Hints: More Settings Using Secure Solution

3 Introduction Welcome to the PaperClip em4 secure solution and the PaperClip Team! The em4 Cloud Client connects your client to secure em4 requiring no internal software to install. PaperClip em4 bases the following installation instructions on 2010 and 2013 Microsoft Outlook client software. The configuration of em4 secure mail is possible on other clients and in some web systems however you will need to both ensure your client is capable of the settings required and contact the PaperClip helpdesk at for any assistance. Contact Support For any questions or support, please contact our PaperClip help desk: Phone:

4 1.0 Initial Set Up 1.1 Welcome All users receive a welcome with instructions on how to begin using their em4 account. The will look like:

5 1.2 Password Set Up Follow Step 1 by clicking the link to set up your password. This will take you to the em4 Central Office Portal screen to create your password. Step 2 is to choose a password. Retype to confirm password. Click Set Password. Once password is successfully set you will get a pop up box letting you know successful. It will prompt you to follow the setup instructions provided in the notification . This setup will occur in your Microsoft Office client. 4

6 2.0 Client Configuration Go into your Outlook Client to configure cloud client. Click File and under Info go into Account Settings. Go to Account Settings. Under the tab choose New. 5

7 Choose the Account service. Click Next. Under the Account Setup choose Manually configure server settings or additional server types. Click Next. 6

8 Choose Internet at your service. Click Next. Set up the Internet Settings. This is where you will use the information provided in the set up . *After you fill in the User Information, Server Information, and Logon Information section, you must click More Settings before clicking the Next button. 7

9 2.3.1 Helpful Hints: You can copy and paste the address right from the setup Account Type should be POP3 You can copy and paste the Incoming Mail Server and Outgoing Mail Server from the set up (these are going to be the same) Copy Username from the set up Password is what you initially set up in Step More Settings Click More Settings button. 8

10 General Tab On the General tab there are two items to enter. 1) Enter in the name that you want to refer to this account. This should be a friendly name and is what you are going to see displayed on the left-hand panel of Outlook. This will also be the name that you see as an option when you choose to send s secure through em4. Below uses the example of em4 Encrypted 2) Enter in the Reply address. This should be your address. Once friendly name is entered, click on the Outgoing Server tab next. Outgoing Server Tab Click My Outgoing Server (SMTP) requires authentication check box. 9

11 Advanced Tab Click on Advanced tab. Please update the settings to match those provided below. Check the This server requires an encrypted connection (SSL) check box. Outgoing Server (SMTP) number should be 587 From the drop down menu choose TLS as the answer for Use the following type of encrypted connection. Under the Delivery section, regarding leaving a copy of messages on the server, PaperClip recommends removing from server after 1 days. Click OK. Click Next It should test the account settings and let you know they are successful. Click Close. 10

12 *If they are not, please reach out to PaperClip support at Click Finish Setup is complete. 11

13 3.0 Using Secure Solution To begin using the secure solution click on the New Message button to create a new in Outlook. Using the From menu you will now have the em4 Secure option to send from. *Reminder, this is the friendly name that was setup earlier. All s sent from this secure account will be secure. 12

PaperClip. em4 Cloud Client. Setup Guide

PaperClip. em4 Cloud Client. Setup Guide PaperClip em4 Cloud Client Setup Guide Copyright Information Copyright 2014, PaperClip Inc. - The PaperClip32 product name and PaperClip Logo are registered trademarks of PaperClip Inc. All brand and product

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