Pacific Life Secure

Transcription

1 Pacific Life Secure External Secure User Guide April 2013 Page 1 of 17

2 Overview: Using the secure messaging system is much like using any other Internet browser-based system. The single biggest difference is that all communications using this system are encrypted. The following frequently asked questions should answer almost anything that may come up. If you still experience any problems and need assistance, please refer to your internal business contact. (Note: The information in this document pertains to external Secure users.) Using the Pacific Life Secure System: How am I notified that I have a secure for the first time? How do I register in the Secure system (first time only)? How am I notified when I receive subsequent secure s? How do I login when I receive a secure ? How do I access my secure ? How do I view my secure ? How do I reply to a secure ? How do I add an attachment to a secure ? How do I confirm my attachment was added? How do I know my secure was sent? How do I know my secure was sent? How do I compose a new secure ? What do I do if I forgot my password? What other features are included in the Inbox interface? Page 2 of 17

3 How am I notified that I have a secure for the first time? Pacific Life clients receive confidential notification from Pacific Life employees. A sample of the notification is shown below. You may see the Suspicious Pink Banner above. Click on Show Content and the message will show the following. This action will allow you now to register in the system. Otherwise; you will not be able to go through registration process explained next. Page 3 of 17

4 How do I register in the Secure system (first time only)? If this is the first time you are using the Pacific Life Secure system, you need to register to the system. To do so, click on the Pacific Life Secure Registration link in the notification you received. The Security Warning pop-up will appear as shown below. Select Yes to start the 4 step process. 1. You will be re-directed to the Pacific Life Secure Registration page as shown below. On the first tab, which is Identity, enter your First and Last Name. Select Next. Page 4 of 17

5 2. The second tab, which is Security, enter your password. The password must be at least 8 characters with 3 of the following variables: number, lower-case, upper-case letter or special character. Click Next. 3. The third tab, which is Settings, allows you to select your language. Click Register. 4. Once registered, you will see the following screen. Click the Here button to be re-directed to the Pacific Life Secure Login page. Page 5 of 17

6 How am I notified when I receive subsequent secure s? Notification of subsequent confidential s sent from Pacific Life employees will appear as shown below. You as Pacific Life client need to click the View Message link to proceed to the Pacific Life Secure Login screen. You may see the Suspicious Pink Banner above. Click on Show Content and the message will show the following. This action will allow you now to view your messages in the system. Page 6 of 17

7 How do I login when I receive a secure ? On the Pacific Life Secure Login page as shown below, enter your address and your registration password and select Login. How do I access my secure ? Once logged in you will see your inbox and (s) as shown below. Page 7 of 17

8 How do I view my secure ? Double click your in the inbox to view it as shown below. How do I reply to a secure ? When you need to reply to your , click on Reply button. When done, click on Send button to send it. Page 8 of 17

9 How do I add an attachment to a secure ? You can add an attachment by selecting the Attach option. You will be limited to 10MB file size and only the following file types are allowed: doc, docx, pdf, xls, xlsx, txt, gif, jpg, jpeg, png, rtf, ppt, zip, log. How do I confirm my attachment was added? Once you have attached your file, you will see the document in the Attachments box as shown in the screen below. You can now send your . Page 9 of 17

10 How do I know my secure was sent? You will see the following screen indicating that the message has been sent. How can I review secure s I have sent? On the right column of your mailbox, you have the Sent option. Click on it and you will see all the messages you sent out. In the screen shot below there is only one sent item. Page 10 of 17

11 How do I compose a new secure ? You can compose a new at any time. However, you will only be able to send it to Pacific Life domains. What do I do if I forgot my password? If you forgot your password, navigate on your browser to and follow the steps below. 1. On the Secure Login page shown below, click on Forgot Password? Link. Page 11 of 17

12 2. You will be prompted to enter in your address as shown below. Select Go when completed. 3. You will see a note as shown below to check your for the password reset process. 4. Check your for the from Pacific Life for password reset directions. Open the . Page 12 of 17

13 5. If you see a pink bar, like below, select the Show content 6. Select the link to reset your password as shown below. 7. You may see a Security Warning like below, select Yes to bypass the security warning. Page 13 of 17

14 8. You will be brought to the following page to reset your password. Enter your password and click on Update button. (Passwords need to have a minimum of 8 characters, with at least one uppercase letter, one lowercase letter and one number.) 9. Once you have updated your password select the link to login with your new password. Page 14 of 17

15 10. Enter your address and login with your new password. What other features are included in the Inbox interface? Address Book is now available. You will be able to add other Pacific Life users that you correspond with frequently. There is now a Trash folder that you will be able to utilize the same as a Deleted Items folder. Once you remove the message from Trash folder you will not be able to retrieve it. You can also create custom folders. To do so, click on the icon in front of your mailbox name as shown in the screen below. Page 15 of 17

16 Enter a name in the New Folder screen and click on Create. The new folder is now added to your mailbox setup as shown below. s will stay in the box for a maximum of 60 days. You can change your password once you are logged in by selecting Profile option as shown below. Page 16 of 17

17 Click on Modify button to start the process. Click on Security tab to change the password (Passwords need to have a minimum of 8 characters, with at least one uppercase letter, one lowercase letter and one number). Click on Save button to save the new password. Log out and login again with your new password to verify access to your secure mailbox. Page 17 of 17