Sending an Encrypted Email from Karbon

To send an Encrypted Email (Attachment) from Karbon, follow the steps below;

No Work Item previously created

1. Create a new Work Item, using the 'Encrypted Email' template.
2. Rename Work Title for the appropriate client facing header (e.g. 2024 Tax Returns).
3. Keep 'Work Type' & 'Assigned To' as the default option.
4. Update the 'Client' to the appropriate Customer.
5. 'Start' & 'Due Dates' can be left blank
6. Select 'Create'
7. Select the 'Tasks' tab within the work item
8. Click-on the single work task,
1. Add a Comment
2. Be sure it is 'External'
3. Add Attachment (File Paperclip)
4. Write comment (Say either 'Attachment' or any customer specific message)
9. Select 'Send Client Request' link at the top
1. Send to the Customer, select the Customer(s).
2. Select 'Send Request Now' if you would like the email to be sent immediately.
3. 'Next'
4. Turn-off 'Automatically send Reminders'
5. 'Send'
10. You are done!

Work Item already created - Add Encrypted email to

1. Open the Work Item within Karbon
2. Navigate to the 'Tasks' tab within the Work Item.
3. Select the 'Add Client Section'
4. Name this section 'Encrypted Attachment'
5. Select the 'Add Task' within the Client Request - Encrypted Attachment
1. Task Header:
1. Click Here to Download Encrypted Attachment
   
2. Task Details:
1. Click the blue bubble below
2. Download the file(s) within the blue chat bubble (must click it first)
3. Mark-off the checkbox complete!
4. File(s) will remain here for your convenience if you need them again.
5. Add a Comment
6. Be sure it is 'External'
7. Add Attachment (File Paperclip)
8. Write comment (Say either 'Attachment' or any customer specific message)
   
   
6. Select 'Send Client Request' link at the top
1. Select the 'Edit Email' at the bottom left.
1. Subject:
   Encrypted Email Attachment from Hiline
   
2. Email Body:
   Hi <%preferred_name>,
   
   
   Click on the checklist link below to access the Encrypted Email Attachment from Hiline. Once downloaded, please be sure to check off the box as completed.
   
3. Save
   
2. Send to the Customer, select the Customer. (at this time Karbon only allows you to send to one person)
3. Select 'Send Request Now' if you would like the email to be sent immediately.
4. 'Next'
5. Turn-off 'Automatically send Reminders'
6. 'Send'
7. You are done!