The Microsoft Outlook add-in gives you access to Protect functionality in your email application. Your organization has enabled this add-in to ensure the safe and correct data is sent through email.

The experience of using the Microsoft Outlook add-in varies depending on whether you use it on Windows, Mac, or Outlook on the web (OWA). Expand the relevant section below to learn how to use your Microsoft Outlook add-in.

• Recipient Advice

  As you compose an email and add recipients, you will be provided with live advice. Recipients will be categorized according to the level of risk they present. You can click the X icons to remove recipients who present higher risks.

  

  Data Loss Prevention Prompts

  If you attempt to send an email that contains sensitive information without selecting an appropriate level of encryption, a pop-up window will appear when you click Send.

  In the pop-up window, select a level of encryption before attempting to resend the email. If you don't make the necessary changes to an email, you will receive another prompt informing you that the email cannot be sent.

  

  Sensitive information that can trigger Data Loss Prevention prompts include:

  1. Financial information
  2. IP addresses
  3. Legal data
  4. HR data
  5. Information found within email attachments

• Signing In or Out

  When composing an email, click the three dots icon in the top-right corner of the Microsoft Outlook menu bar. Click Egress for Outlook. The Egress task pane opens.

  

  The task pane is displayed on the right side of the New Email window. By default, the email ID of the inbox you are currently using will be used as your Egress ID.

  To sign in:

  1. Enter your Egress ID.
  2. Click Continue.
  3. Enter your Password.
  4. Click Login.

  To sign out:

  1. Open the Egress task pane.
  2. Click the gear icon.
  3. Click Logout.

  Protection Labels

  The drop-down menu in the task pane can be used to select the appropriate level of encryption and security for your email content and recipients.

  

  Recipient Advice

  As you compose an email and add recipients, you will be provided with live advice. Recipients will be categorized according to the level of risk they present. You can click the X icons to remove recipients who present higher risks.

  

  Data Loss Prevention Prompts

  If you attempt to send an email that contains sensitive information without selecting an appropriate level of encryption, a pop-up window will appear when you click Send.

  In the pop-up window, select a level of encryption before attempting to resend the email. If you don't make the necessary changes to an email, you will receive another prompt informing you that the email cannot be sent.

  

  Sensitive information that can trigger Data Loss Prevention prompts include:

  • Financial information
  • IP addresses
  • Legal data
  • HR data
  • Information found within email attachments

• Signing In or Out

  When composing an email, click the Egress button on the top ribbon to view the Egress task pane:

  

  To sign in:

  1. Enter your Egress ID.
  2. Click Continue.
  3. Enter your Password.
  4. Click Login.

  To sign out:

  1. Open the Egress task pane.
  2. Click the gear icon.
  3. Click Logout.

  Protection Labels

  The drop-down menu in the task pane can be used to select the appropriate level of encryption and security for your email content and recipients.

  

  Recipient Advice

  As you compose an email and add recipients, you will be provided with live advice. Recipients will be categorized according to the level of risk they present. You can click the X icons to remove recipients who present higher risks.

  

  Data Loss Prevention Prompts

  If you attempt to send an email that contains sensitive information without selecting an appropriate level of encryption, a pop-up window will appear when you click Send.

  In the pop-up window, select a level of encryption before attempting to resend the email. If you don't make the necessary changes to an email, you will receive another prompt informing you that the email cannot be sent.

  

  Sensitive information that can trigger Data Loss Prevention prompts include:

  1. Financial information
  2. IP addresses
  3. Legal data
  4. HR data
  5. Information found within email attachments