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

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Portland, Oregon 97239

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

Summary

With the release of INCISIVE MD 5.2, emails sent to email domains that cannot sustain a secure connection via TLS will be sent using Microsoft Office 365 Message Encryption. Recipients of these emails will receive an email 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 email and the attached INCISIVE MD document. This knowledgebase article is to show the steps a new recipient of these emails will need to go through to see the email and view the attachments for the first time.

Quick Steps

1. Receive secure email from INCISIVE MD email server.

2. View secure email 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 email address.

8. After successful account verification, re-view the Encrypted Message webpage.

9. Sign in to the secure webmail portal.

10. View your encrypted email and download INCISIVE MD attachments.

Related To

secure email, Microsoft Office 365 message encryption,

Applies To

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Portland, Oregon 97239

Step 1 – Receive Secure Email Notification Message

If an INCISIVE MD user has created a document routing rule to send documents upon save, and the email recipients included in the document routing rule have email addresses outside of the clinic, the INCISIVE MD email server will send an email notification message with a webpage attachment in order for those email recipients to view the INCISIVE MD documents.

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Step 2 – View Secure Email Notification Message

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Step 3 – Download Webpage Attachment

Depending on your email 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.

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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 email.

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Step 5 -- Create New Microsoft User Account

If Microsoft does not find a Microsoft account with the email address that was sent the secure email notification message, the Office 365 email server will ask you to create a new account. Click CREATE A MICROSOFT ACCOUNT FOR to create a new account.

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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 email address will be automatically filled-in with the email address that was sent the secure email notification message. You should not change this email address.

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Click Create Account to complete the new user creation process.

We suggest unchecking the promotional offers checkbox.

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Step 6 – Review New Account Settings

Once you have successfully created your new user account, you will need to verify your email address before you can login into the secure web portal.

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Step 7 -- Verify Email Address

Back in your email client; view the Verify your email address email

Be sure to click on the Verify button within the email!

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Step 8 – After account verification, re-view the Encrypted Message webpage

Once your email has been verified, you will be taken back to the original encrypted email message to allow you to view the message.

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Step 9 -- Sign in to Secure Webmail Portal

Login with the email address and password you created earlier.

Remember to check the Keep me signed in checkbox so that the next secure email you view will skip over the sign in process.

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Step 10 -- View your Encrypted Email and Download Attachments

You have successfully created a new user account and can view INCISIVE MD secure email and attachments.

Click on the attachment to download and view the INCISIVE MD document sent to you.

References

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