How do I see an encrypted INCISIVE MD for the first time?

Transcription

1 CrossCurrent, Inc SW Macadam Ave, Suite 216 Portland, Oregon How do I see an encrypted INCISIVE MD for the first time? Summary With the release of INCISIVE MD 5.2, s sent to domains that cannot sustain a secure connection via TLS will be sent using Microsoft Office 365 Message Encryption. Recipients of these s will receive an notifying them that they have received an INCISIVE MD document and requiring them to log into a secure webmail portal to see the INCISIVE MD sent and the attached INCISIVE MD document. This knowledgebase article is to show the steps a new recipient of these s will need to go through to see the and view the attachments for the first time. Quick Steps 1. Receive secure from INCISIVE MD server. 2. View secure notification and download webpage attachment. 3. Click on the webpage attachment to view the notification webpage in your browser. 4. View Encrypted Message Webpage and click on the View Your Encrypted Message link. 5. Create a new Microsoft account. 6. Review new account settings. 7. Verify your address. 8. After successful account verification, re-view the Encrypted Message webpage. 9. Sign in to the secure webmail portal. 10. View your encrypted and download INCISIVE MD attachments. Related To secure , Microsoft Office 365 message encryption, Applies To INCISIVE MD P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 1

2 CrossCurrent, Inc SW Macadam Ave, Suite 216 Portland, Oregon Step 1 Receive Secure Notification Message If an INCISIVE MD user has created a document routing rule to send documents upon save, and the recipients included in the document routing rule have addresses outside of the clinic, the INCISIVE MD server will send an notification message with a webpage attachment in order for those recipients to view the INCISIVE MD documents. P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 2

3 Step 2 View Secure Notification Message Within the users client or web browser, the user will need to view the attached webpage attachment. P/N 4007-AJ (18 March 2014) P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 3

4 Step 3 Download Webpage Attachment Depending on your client, you will need to either view or download the webpage attachment. For users of Microsoft Outlook, they may not be able to view the webpage attachment directly from Microsoft Outlook. They will have to save the webpage attachment to the desktop and click on it from there in order to view the webpage. P/N 4007-AJ (18 March 2014) P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 4

5 Step 4 View Encrypted Message Webpage Once, viewing the Microsoft Office 365 Message Encryption webpage, click View Your Encrypted Message to view the INCISIVE MD . If you do not have a Microsoft Account, the Office 365 server will walk you through the process of creating a new account and verifying your address before you can view the encrypted message. Otherwise, you will be asked to sign in to view the message. P/N 4007-AJ (18 March 2014) P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 5

6 Step 5 -- Create New Microsoft User Account If Microsoft does not find a Microsoft account with the address that was sent the secure notification message, the Office 365 server will ask you to create a new account. Click CREATE A MICROSOFT ACCOUNT FOR to create a new account. P/N 4007-AJ (18 March 2014) P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 6

7 This is a long web page, you will need to complete the necessary boxes and then also go to the bottom and do the CAPTCHA. The address will be automatically filled-in with the address that was sent the secure notification message. You should not change this address. If you already have a Microsoft Account, click sign in under the Create an account heading. P/N 4007-AJ (18 March 2014) P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 7

8 Click Create Account to complete the new user creation process. We suggest unchecking the promotional offers checkbox. P/N 4007-AJ (18 March 2014) P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 8

9 Step 6 Review New Account Settings Once you have successfully created your new user account, you will need to verify your address before you can login into the secure web portal. At the top of the web page, click Verify your address to have the Microsoft Office 365 server send a verification to your account. P/N 4007-AJ (18 March 2014) P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 9

10 Step 7 -- Verify Address Back in your client; view the Verify your address Be sure to click on the Verify button within the ! P/N 4007-AJ (18 March 2014) P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 10

11 Step 8 After account verification, re-view the Encrypted Message webpage Once your has been verified, you will be taken back to the original encrypted message to allow you to view the message. Click View Your Encrypted Message to view the message. P/N 4007-AJ (18 March 2014) P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 11

12 Step 9 -- Sign in to Secure Webmail Portal Login with the address and password you created earlier. Remember to check the Keep me signed in checkbox so that the next secure you view will skip over the sign in process. P/N 4007-AJ (18 March 2014) P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 12

13 Step View your Encrypted and Download Attachments You have successfully created a new user account and can view INCISIVE MD secure and attachments. Click on the attachment to download and view the INCISIVE MD document sent to you. If you forward this onto another user, they will also need to have a Microsoft account in order to view the and its attachments. P/N 4007-AJ (18 March 2014) P/N 4304-A 2014 CrossCurrent, Inc. All trademarks are the respective property of their owners 13