Help and Support

You can send a secure message to any email address. You do not need to check if your recipient is an Encyro user or not - you send the message the same way...

With Encyro, you can receive files or messages securely from clients without asking them to sign up for an Encyro account, or any client portal account. Th...

Your upload page lets you securely receive messages and files from others who do not have an Encyro account. Your upload page has an address like www.encyr...

Learn how to start invoicing your clients using Encyro.

How will my clients receive my secure messages? This short video shows how clients receive a secure message that you sent to their email address. When you ...

The files associated with a message are displayed just below the message text (there may be no message text if the sender only sent files). Download One Fi...

You can send a secure message and files that require payment to view. Once any one recipient pays, all recipients can view the message...

How can I delete a message or file I previously sent to a contact? Can I revoke or rescind a sent message? How to recall a file uploaded earlier? You may d...

How can I save text I use over and over? Encyro Pro users can save templates for secure message (text) as well as the Email Introduction (subject and body...

You may print either sent or received messages, and if you have an Encyro Pro membership, you may also opt to include the delivery status of a sent message...

How do I add a link to my email signature for people to upload documents securely? (If you do not use Outlook, see this article for Gmail, or contact us fo...

Is there a way to see when the recipient reads my secure message? Can I  verify recipient received my secure email? How to get a notification that they hav...

Learn how to start invoicing your clients using Encyro.

You can issue an invoice to any email address. You do not need to check if the customer has an Encyro account or not - you issue the invoice the same way.

The Invoicing page displays a breakdown of your accounts receivable, organized into three sections: Open, Overdue, and Paid, Refunded, Void. Each section li...

You can send a secure message and files that require payment to view. Once any one recipient pays, all recipients can view the message...

Your Encyro payment page gives clients a quick and secure way to pay you...

You can customize your invoices and payment page with a variety of designs, and incorporate your brand colors...

The Invoicing page displays a breakdown of your accounts receivable, organized into three sections: Open, Overdue, and Paid, Refunded, Void. Each section li...

To send an electronic signature request, login to your Encyro account and: Click the Compose E-sign button in the left menu, just above your client folders....

When creating an electronic signature request, or simply a form to be filled without signatures, you must insert the fields that the recipient will complet...

How can I comply with IRS remote electronic signature requirements for forms 8879 and 8878? Is Encyro E-Sign KBA valid for IRS compliance? Do I need credit...

How can re-use frequently used documents for electronic signatures? What does Save Template do in e-sign requests? Types of Templates Encyro E-Sign offers ...

How can I delete a document sent for signature? I sent the wrong document for signature, how can I delete it? I need to send a corrected request, how to de...

Where can I download the Encyro Outlook plugin? How to install Encyro for Outlook? Which version of Outlook can I use? To install Encyro in Microsoft Outlo...

How do I login to Encyro from Outlook? How do I send my first secure message? Are sent emails stored within Outlook? Detailed Instructions Make sure you ha...

If the Encyro Outlook Addin sent you to this page to install the latest version, then you had used the web based installer to install the addin last time. ...

Will secure content end up saved in Outlook? Is a copy of the Secure Message stored in my sent emails folder? No. The secure message is not stored within O...

Do I need an account to install the Encyro Outlook addin? Can I use the Outlook plugin without an Encyro account? You may install the Encyro Outlook addin ...

The Encyro Outlook addin can be used with group emails or shared inboxes.

Install the Add-in You may install the add-in using Outlook Desktop (Windows or Mac) or the web version: Option 1 (to install for just yourself):  Windows,...

After you install the add-in, please follow the steps below to login. Login and First-time Use The instructions to open the add-in depend on whether you ar...

The instructions  depend on whether you are using the Outlook desktop app (on Windows or MacOS), Outlook mobile app (on Android, iOS), or the web version o...

The instructions  depend on whether you are using the Outlook desktop app (on Windows or MacOS), Outlook mobile app (on Android, iOS), or the web version o...

To get started with the Encyro Gmail Addon, you need to install the addon and then sign-in. We recommend performing the first time setup on a computer inst...

The Encyro addon for Gmail may be used in the Gmail mobile app on your iOS or Android device.  Using the Encyro addon in the Gmail mobile app has some limi...

Your Encyro payment page gives clients a quick and secure way to pay you...

You can customize your invoices and payment page with a variety of designs, and incorporate your brand colors...

The only thing you must set up to activate your upload page is your upload page web address, also known as your upload page URL. All the remaining settings...

You can customize the following elements for your upload page: Upload page web address (URL) Your name Your business name Address Phone Fax Whether to disp...

Go to your Encyro account and click on Settings and click on Brand, Upload Page in the left panel. Then click Design Theme in the left panel (or, if on a m...

Adding your business logo is highly recommended. Adding a logo helps in the following ways: Improve your upload page appearance. Improve the appearance of ...

(If your Encyro account is part of an organization, see organizational compliance settings.) To enable or edit compliance settings, go to your account Sett...

My compliance standard requires me to review audit trails or activity logs. Where can I find my Encyro account activity logs? What will see in my audit tra...

You will be required to create an Encyro account password to enable the following compliance settings: Require strong password for account login. Automatic...

Encyro Inc is based in the United States of America, and is subject to US laws and regulations.  Your data in your Encyro account is stored in our data cen...

Encyro maintains and monitors compliance with trust service criteria established by the AICPA as part of the SOC2 standard for service organizations. Encyr...

Can I use Encyro for HIPAA compliance? Can I store and send patient information using Encyro? Encyro complies with Health Insurance Portability and Account...

An Encyro Pro member can add additional users (employees, team-mates, practice partners, staff) at any time after purchasing their own membership. Once you...

You may have to remove a user if you accidentally invited the wrong email address, the user leaves your company, or if you no longer want this user to use ...

How is a team account different from separate Pro accounts for the same people? When you add add additional users or employees (team-mates, practice partne...

Besides an upload page for each user, an organizational Encyro account (created when a Pro member adds additional users) also gets an organization level up...

An invited user receives an email informing them that they have been invited. They must click a link in the invitation email to accept that invitation.  Af...

The organization settings can be managed by one or more users. You may also assign specific permissions, for different areas of the organization settings p...

How do I invite a client? You do not need to create or setup a portal account for clients. The first time you send or receive a secure message to or from y...

My client forgot their password, can I reset it? If Your client forgot their password, simply ask them to click the Forgot your password? link on the Encyr...

No, the upload page is protected by a Captcha - this prevents robots or spammers with automated software or such tools from automatically sending you uploa...

Is there a way to delete a client's personal account if we want to start over? If you no longer serve a client, and are removing their data from your syste...

I want to place a link titled Client Portal on my website. What web address should I use for that? You may use your Encyro upload page address. This page c...

The folder created for my contact shows the email as the folder name. How can I change it? Login to your Encyro account. You will arrive at the Documents v...

How to clear your browser history and data for one website without affecting other websites?

If you use Authenticator App 2FA, and can't get to the device with the app, how will you log into Encyro?

I've been trying to login, I have reset my password twice but still cannot login. I'm unable to login to my account. If your password is not working, pleas...

I lost my password, can you reset my account? I did not get the password reset email, what should I do? If you do not remember the password you previously ...

To login using your Google or Gmail account, click the Sign in with Google button on the Login page. You will be taken to a Google web page. If you are not...

If you already have a Google account (Gmail account) or a Facebook account, you may use those to login to Encyro. A new password is not needed in this case...

Encyro just got another update. Check out the new features and see if your recent suggestions or feedback are addressed!

Encyro just got updated. Here's what's new and how you can take advantage of the new features.

Yes we do!  Join our mission to help businesses and professionals keep their clients' data secure. And get compensated for all the good work you do to help...

Yes we do! Win-win-win Program Our partner program for re-sellers, MSPs, and IT/software consultants allows you to bundle Encyro's services along with your...

This page provides updates regarding interruptions to Encyro's website and online service. Status: This is currently no outage or service degradation in pr...

Yes, we do consider guest posts for our blog. We do allow do-follow links to your own website or blog. To get started, please contact us with: The topic(s)...