With secure mail the recipient does not get the content itself in the e-mail, but a link. The recipient opens the content with a code, e.g. their CPR number. It is used for e.g. records and for invoices and receipts from the cash register that contain sensitive personal data.

Get started

Go to Settings > Record > Secure mail settings.

(1) 'Always activated': When it is ticked, you cannot choose not to send securely.

(2) 'Default activated': Secure mail is selected in advance when you send.

(3) 'Default code type': The code the recipient must use: the customer's CPR number, the last 4 digits of the CPR number, a fixed code or a random code that is sent along.

(4) 'Send receipt / invoices via secure mail': Invoices and receipts from the cash register are sent via secure mail.

(5) 'Update': Saves.

(6) 'Receiver specific settings': Edit the e-mail for each type of recipient: 'Customer', 'Contact person', 'Debtor' and 'Secondary debtor' (see below).

The e-mail to the recipient

Click 'Edit' next to a recipient type.

(1) 'Subject': The subject of the e-mail.

(2) 'Content': The text in the e-mail.

(3) 'Replacement codes': Codes you can insert in the text, e.g. [sendToName] for the recipient's name, [secureMailLinkUrl] for the link, [codeHint] for the help text about the code and [activeUntilDate] for the date when the link expires.

(4) 'Code hint': The help text about the code, e.g. 'The code is your CPR number without a hyphen'. There is one text for each code type.

Further down you decide with 'Link active days' how many days the link works. Click 'Update' to save.

See sent secure mails

Go to Settings > Record > Show sent letters.

(1) 'Search': Search e.g. by subject or e-mail.

(2) 'Created date': Tick the field to search in a period.

(3) 'Customer': Search for a specific customer.

(4) 'Search': Shows the secure mails. The list shows when the mail was created, when the recipient last logged in to see it, the subject, the recipient's e-mail and the sender.

(5) 'CSV Export': Downloads the list as a file.

(6) 'Show': Opens the secure mail.