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MICROSOFT OUTLOOK 2010 - COMPLIANCE SETUP GUIDE

 

READ THIS FIRST:  Be sure you have Installed Outlook Toolbar Utility "SafetySend Security and Compliance" before you proceed.

 

Outlook Toolbar Utility -  Version 2010

 

NOTICE:  Trial accounts will not work in Outllook unless SMTP service is activated for your specific acount.  If you are not a paid user, you must request SMTP access here and all information must be complete and accurate before we will provide access to any third party to prevent spam.

 

CONGRATULATIONS:  You are only a few minutes away from making your Microsoft Outlook 2010 a HIPAA compliant message center.

 

STEP 1:  Open Outlook 2010.   If this is the first time you have used Outlook.  You will see this screen.

 

 

 

Otherwise you will need to go into Outlook 2010 by clicking FILE in the top menu bar.

 

Click ADD ACCOUNT

 

Outlook 2010 Compliance Setup

 

Click MANUALLY CONFIGURE SETTINGS

 

Manuall Configure Settings for Outlook 2010

 

CLICK INTERNET EMAIL

 

Internet Email

 

Enter your email settings.  Be sure to use mail.safetysend.com for your incoming and outgoing mail server.

 

Internet Email Settings - Outlook 2010

 

SafetySend requires the following settings to be modified from the default settings for use.

 

Login:             username@yourdomain.com (*you must enter your complete email address)

Password:     ******


Choose POP3 as your mail type.

Set up your incoming and outgoing mail servers.

Incoming mail server (POP3):   mail.safetysend.com
Outgoing mail server (SMTP):    mail.safetysend.com

 

Make sure your  MAIL ACCOUNT name is: SecureAccount (case sensitive) so the Outlook utility knows which account to use for compliant messages.

 

General Settings - Microsoft Outlook

You must name your mail account as "SecureAccount" as shown in above image.


Outgoing Server Configuration

 

Under OUTGOING SERVER the following box(es) must be checked:

 

My outgoing server (SMTP) requires authentication.

Use the same settings as my incoming mail server.

 


Advanced Settings - Microsoft Outlook 2010

 

Under ADVANCED the following settings must be checked:

 

Incoming Server (POP3) uses PORT 995     YOU MUST CHECK -  My server requires SSL

Outgoing Server (SMTP) uses PORT 465     YOU MUST CHECK - My server requires SSL

 

It is also recommended that you check the following boxes on that page as well.

 

Leave a copy of the message on server (allows access via the web mail option)

Remove from server after 30 days

Remove from server when deleted from "Deleted Items"

 

 

COMPLETE

 

 

Notice: Microsoft, Microsoft Exchange ActiveSync, Microsoft Internet Explorer, Microsoft Outlook, Microsoft Windows NT, Microsoft Windows Server, Microsoft Windows Vista, Microsoft Windows, Microsoft Windows XP,  and Microsoft Word  are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

 

 

 
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