The Secure Send option is available in the Email Management task pane in the email window that opens when you compose new emails, or reply to or forward emails. It enables you to:

  • Obtain the file link that can be sent instead of an attachment to any user who has a valid email address.

  • Send files that exceed the server’s attachment size threshold as links.

  • Control access to the file by specifying the duration for which the file link is active, and whether recipients can give access to additional users.

  • Preview the uploaded document in iManage Share before sending it.

NOTE:

The Secure Send feature requires iManage Share to be deployed and configured for your users. For more information, refer to the Installing iManage Share Agent section in iManage Work Server Installation Guide.

Sending secure attachments

  1. Open a new email window, enter the email ID of the users you want to send the secure attachment to and the email subject.

  2. Drag the Secure Send slider.png  slider to the right to turn on the feature. The Secure Send pane is displayed in the right corner with the Attachments tab selected by default. A message is displayed in the Email Management task pane informing you that email attachments will be uploaded to iManage Share, and that you can control access to the attachments.

  3. Select Insert iManage Attachment. Browse for the file, and select Attach File. The file is uploaded to iManage Share and an iManage Share link is added to the email.

  4. (Optional) Repeat this step to attach more files.

  5. (Optional) On the Secure Send page, select the Attachments tab, select Screenshot-2023-03-06-at-10.06.34-PM.png, and then select Copy Link. The iManage Share link is copied to the clipboard and you can share the link with any user.

  6. (Optional) In the Secure Send pane, select the Settings tab and then:

    • Select the Expires on drop-down arrow to select the appropriate date.

    • Clear the Access restricted to email recipients check box to ensure that any user to whom the email is forwarded to can download the link (not just the recipients of the email).

NOTE:

  • If supported and enabled on your iManage Share server, an option to add a watermark to the documents that you send is available.

  • If you select Remove attachment on the Attachments tab or turn off the Secure Send option, the iManage Share link isn't removed from the email body although the attachment is removed.

  1. Select Send.

  2. From the Select Filing Location dialog, select Send Only to send the email without filing it, or select a location and select Send and File. 

Accessing the secure attachments

 If you have an iManage Share account, do the following to access the attachment: 

  1. Select the iManage Share link provided in the email. 

  2. Select Request Access.

  3. Enter your email ID and select Request Link.

  4. (Optional) If the iManage Share sign-in page opens, enter your credentials to sign in to iManage Share. All the attachments are displayed. 

  5. Select each attachment to download it or select Download All to download all attachments. The documents are downloaded.