Try RMail PRE-Crime Services – RMail adds the best in email encryption, email open tracking and certified email delivery proof into the Acturis application. Users may also leverage RMail functionalities within their Microsoft Outlook application thanks to the RMail service for Outlook plugin.
Specifically, with RMail for Acturis, users can:
- Track and Prove important communications.
- Receive a court admissible Encryption Registered Receipt for proof-of-fact of privacy compliance.
- Receive a Registered Receipt for record for court-admissible, timestamped proof of content delivered and advanced open tracking.
- Automate email security and compliance.
- Provide personalized secure email recommendations to email senders (available for Acturis 7.6.1 and above)
- Prevent human e-security errors.
- Protect against data loss.
- Send documents for e-signature.
- More.
Pre-requisites
- An RMail account.
- Having the integration fully set up in your Acturis account.
Compound a Registered Email message on Outlook
Once the integration has been enabled for your organization and the user has enabled the RMail functionality in their Acturis Assistant Settings pop-up, a new Send Registered and Upload button will appear in Outlook:
Draft your email and select the option that best fits your needs. Upon selecting one option, the RMail Sending Options pop-up will appear allowing you to select the RMail features to apply to the RMail message:
Click on Send to submit the message. The email will be uploaded to the Electronic File section of the selected record and, after a few seconds, you will see the pop-up to complete the Activity or Task related to the corresponding record depending on your selection.
The Registered Email message attached documents will also be placed in Acturis.
Compound a Registered Email message on Acturis
From any Acturis record's options, select Create Email.
Double click on the required email template and complete all sections of the email composer.
From this screen you can either:
1. Select the Edit in Outlook option in case you need to perform any adjustments on the email structure and then select the Send Registered button to select the RMail options and send the message:
2. Select the Send via RMail button to have Outlook opened with the RMail options pop-up ready to select the RMail options and send registered:
Once the email is sent with any of the options above, it will be stored on the Electronic File section of the related Acturis record.