PaperClip. em4 Cloud Client. Setup Guide

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1 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 names are registered trademarks of their respective corporations.

2 Contents Introduction... 2 Contact Support Initial Set Up Welcome Password Set Up Client Configuration Account 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 similar to the below:

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. Outlook 2013: 6

8 Auto Account Setup will open up and will default to Account. Enter in the requested information. Click Next. Your settings are going to be automatically be configured. It may take a few minutes. Once completed you will get a message letting you know your POP3 account was successfully configured. Click Finish. 7

9 3.0 Account Settings Now that you have installed the em4 Cloud Solution, please update the account settings for optimal usage. To update settings, go back into your Outlook Client. Click File and under Info go into Account Settings. You should see a list of all your accounts. Double-click on the account that you just set up. 8

10 This will bring you to the Internet Settings window. Click on More Settings button. 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. 9

11 Before: After: It will auto-populate to your unfriendly em4 secure address. Make this a friendly name. Once friendly name and reply are entered, click on the Advanced tab next. 10

12 Advanced Tab The settings should match those provided below. Under the Delivery section, regarding leaving a copy of messages on the server, PaperClip recommends removing from server after 1 days. Once this is updated, Click OK. You will be taken back to the Internet Settings screen. Click Next button. 11

13 Tests will run. When shown that tests were successful click Close. Then click Finish. Setup is complete. 12

14 4.0 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. 13

PaperClip. em4 Cloud Client. Manual Setup Guide

PaperClip. em4 Cloud Client. Manual Setup Guide 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

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